# Greenberg Financial Group

> Greenberg Financial Group is a state-registered investment advisory firm in Boynton Beach, FL, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 226707
- Filed as: GREENBERG FINANCIAL GROUP
- Legal name: Benefit Concepts Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boynton Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/226707
- AdvisorCensus page: https://advisorcensus.com/firm/greenberg-financial-group-boynton-beach-fl-226707

## Quick answers

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

**Where is Greenberg Financial Group located?**
Greenberg Financial Group's principal office is in Boynton Beach, FL, according to its Form ADV.

**Is Greenberg Financial Group registered with the SEC or a state?**
Greenberg Financial Group is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 226707.

**How much does Greenberg Financial Group manage?**
Greenberg Financial Group reports $5,072,546 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Greenberg Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (2).

**Does Greenberg 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/226707

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,072,546
- Discretionary: $5,072,546
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $2,833,823 |
| High net worth individuals | 2 | $2,238,723 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [greenbergfinancialgroup.com](https://greenbergfinancialgroup.com)
- Facebook @GREENBERGFINANCIAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenberg Financial Group (CRD 226707): Form ADV filing data as of October 2026.