# Dittrich Financial Group LLC

> Dittrich Financial Group LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 327238
- Filed as: DITTRICH FINANCIAL GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327238
- AdvisorCensus page: https://advisorcensus.com/firm/dittrich-financial-group-llc-327238

## Quick answers

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

**Is Dittrich Financial Group LLC registered with the SEC or a state?**
Dittrich Financial Group LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327238.

**How much does Dittrich Financial Group LLC manage?**
Dittrich Financial Group LLC reports $9,834,894 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary).

**What types of clients does Dittrich Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33).

**Does Dittrich Financial Group LLC 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/327238

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,834,894
- Discretionary: $9,834,894
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $9,834,894 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO, TX
- 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. Dittrich Financial Group LLC (CRD 327238): Form ADV filing data as of October 2026.