# Ladin Financial Group, Inc.

> Ladin Financial Group, Inc. is a state-registered investment advisory firm in Coral Gables, FL, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 168691
- Filed as: LADIN FINANCIAL GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Coral Gables, FL
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168691
- AdvisorCensus page: https://advisorcensus.com/firm/ladin-financial-group-inc-coral-gables-fl-168691

## Quick answers

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

**Where is Ladin Financial Group, Inc. located?**
Ladin Financial Group, Inc.'s principal office is in Coral Gables, FL, according to its Form ADV.

**Is Ladin Financial Group, Inc. registered with the SEC or a state?**
Ladin Financial Group, Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168691.

**How much does Ladin Financial Group, Inc. manage?**
Ladin Financial Group, Inc. reports $12,950,927 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**What types of clients does Ladin Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48).

**Does Ladin Financial Group, Inc. 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/168691

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,950,927
- Discretionary: $12,950,927
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $9,336,285 |
| High net worth individuals | Fewer than 5 | $3,555,100 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $59,542 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 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)
- ladintax.com
- Facebook @LadinTaxandFinancialGroup
- Instagram @ladintaxandfinancialgroup

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ladin Financial Group, Inc. (CRD 168691): Form ADV filing data as of October 2026.