# Lee Financial Group

> Lee Financial Group is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 319537
- Filed as: LEE FINANCIAL GROUP
- Legal name: Lee Financial Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319537
- AdvisorCensus page: https://advisorcensus.com/firm/lee-financial-group-319537

## Quick answers

**How is Lee Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Lee 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.

**Is Lee Financial Group registered with the SEC or a state?**
Lee Financial Group is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319537.

**How much does Lee Financial Group manage?**
Lee Financial Group reports $1,225,511 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does Lee Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14).

**Does Lee 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/319537

## 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: $1,225,511
- Discretionary: $1,225,511
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $1,225,511 |

### 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: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [leefinancialgrp.com](https://leefinancialgrp.com)
- Facebook @leefinancialgrp
- LinkedIn @lee-financial-grp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lee Financial Group (CRD 319537): Form ADV filing data as of October 2026.