# Bibler Financial Group

> Bibler Financial Group is a state-registered investment advisory firm in Big Sky, MT, registered since 1997, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 117520
- Filed as: BIBLER FINANCIAL GROUP
- Legal name: Bibler Financial Group, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Big Sky, MT
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117520
- AdvisorCensus page: https://advisorcensus.com/firm/bibler-financial-group-big-sky-mt-117520

## Quick answers

**How is Bibler Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Bibler Financial Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bibler Financial Group located?**
Bibler Financial Group's principal office is in Big Sky, MT, according to its Form ADV.

**Is Bibler Financial Group registered with the SEC or a state?**
Bibler Financial Group is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 117520.

**How much does Bibler Financial Group manage?**
Bibler Financial Group reports $49,000,000 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**What types of clients does Bibler Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110).

**Does Bibler Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117520

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $49,000,000
- Discretionary: $49,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $49,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1997 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bibler Financial Group (CRD 117520): Form ADV filing data as of October 2026.
