# Ruiz Financial Group, LLC

> Ruiz Financial Group, LLC is a state-registered investment advisory firm in Toledo, OH, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 342372
- Filed as: RUIZ FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Toledo, OH
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342372
- AdvisorCensus page: https://advisorcensus.com/firm/ruiz-financial-group-llc-toledo-oh-342372

## Quick answers

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

**Where is Ruiz Financial Group, LLC located?**
Ruiz Financial Group, LLC's principal office is in Toledo, OH, according to its Form ADV.

**Is Ruiz Financial Group, LLC registered with the SEC or a state?**
Ruiz Financial Group, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342372.

**How much does Ruiz Financial Group, LLC manage?**
Ruiz Financial Group, LLC reports $0 in regulatory assets under management in its Form ADV filing dated May 26, 2026.

**Does Ruiz 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/342372

## From the Form ADV filing

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

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ruiz Financial Group, LLC (CRD 342372): Form ADV filing data as of October 2026.