# Fierce Financial Group LLC

> Fierce Financial Group LLC is a state-registered investment advisory firm in Miami Beach, FL, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 299467
- Filed as: FIERCE FINANCIAL GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Miami Beach, FL
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299467
- AdvisorCensus page: https://advisorcensus.com/firm/fierce-financial-group-llc-miami-beach-fl-299467

## Quick answers

**How is Fierce Financial Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fierce Financial Group LLC 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 Fierce Financial Group LLC located?**
Fierce Financial Group LLC's principal office is in Miami Beach, FL, according to its Form ADV.

**Is Fierce Financial Group LLC registered with the SEC or a state?**
Fierce Financial Group LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 299467.

**How much does Fierce Financial Group LLC manage?**
Fierce Financial Group LLC reports $40,000,000 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**What types of clients does Fierce Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (13).

**Does Fierce 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/299467

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $40,000,000
- Discretionary: $40,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $5,000,000 |
| High net worth individuals | 13 | $35,000,000 |

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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fiercefinancialgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fierce Financial Group LLC (CRD 299467): Form ADV filing data as of October 2026.