# Fiori Financial Group

> Fiori Financial Group is an SEC-registered investment advisory firm in Fort Lauderdale, FL, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 318641
- Filed as: FIORI FINANCIAL GROUP
- Legal name: FFG Partners, LLC
- Also doing business as: FIORI FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318641
- AdvisorCensus page: https://advisorcensus.com/firm/fiori-financial-group-fort-lauderdale-fl-318641

## Quick answers

**How is Fiori Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Fiori Financial Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Fiori Financial Group located?**
Fiori Financial Group's principal office is in Fort Lauderdale, FL, according to its Form ADV.

**Is Fiori Financial Group registered with the SEC or a state?**
Fiori Financial Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318641.

**How much does Fiori Financial Group manage?**
Fiori Financial Group reports $567,365,373 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Fiori Financial Group's assets and staff changed since 2022?**
In the Form ADV data for Fiori Financial Group: Regulatory assets under management: $0 in the October 2022 data and $567,365,373 in the October 2026 data. Total employees: 10 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fiori Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (122); high net worth individuals (102); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Fiori Financial Group use?**
Fiori Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs Custody Solutions as a custodian holding 10% or more of its separately managed account assets.

**Does Fiori 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 SEC record: https://adviserinfo.sec.gov/firm/summary/318641

**Does Fiori Financial Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "FFG requires a minimum of $2,500,000 to establish an advisory relationship. In our sole discretion, we may waive this requirement."

**What changed in Fiori Financial Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $476,671,565 to $567,365,373 (+19%). Registered or notice-filed in CA, NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: $2,500,000 (the brochure says it may be waived or negotiated)

> FFG requires a minimum of $2,500,000 to establish an advisory relationship. In our sole discretion, we may waive this requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs Custody Solutions

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $567,365,373
- Discretionary: $565,367,300
- Non-discretionary: $1,998,073

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 122 | $44,353,741 |
| High net worth individuals | 102 | $487,783,734 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $23,825,608 |
| Charitable organizations | 2 | $11,402,290 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2022 (3 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, MD, NC, NE, NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fiorifg.com
- Facebook @fiorifg
- LinkedIn @fiori-financial-group
- LinkedIn @abraham-arce-978549101
- LinkedIn @gabriel-levy-cfa-a489a6113
- LinkedIn @jessicachano
- LinkedIn @kaili-navarro-2a2107191
- LinkedIn @leslievigil
- LinkedIn @margaux-fiori-6820a226
- LinkedIn @scott-verlangieri-aif®-04417085
- X @fiorifg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 10 | July 25, 2022 |
| October 2023 | $324,231,233 | 8 | March 30, 2023 |
| October 2024 | $385,291,682 | 8 | May 8, 2024 |
| October 2025 | $476,671,565 | 8 | May 6, 2025 |
| October 2026 | $567,365,373 | 8 | March 25, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $567,365,373 in the October 2026 data.
Total employees: 10 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $476,671,565 to $567,365,373 (+19%).
- Registered or notice-filed in CA, NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiori Financial Group (CRD 318641): Form ADV filing data as of October 2026.