# S12 Group LLC

> S12 Group LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 333997
- Filed as: S12 GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333997
- AdvisorCensus page: https://advisorcensus.com/firm/s12-group-llc-333997

## Quick answers

**How is S12 Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), S12 Group LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is S12 Group LLC registered with the SEC or a state?**
S12 Group LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333997.

**How much does S12 Group LLC manage?**
S12 Group LLC reports $7,064,944 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**What types of clients does S12 Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Does S12 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/333997

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $7,064,944
- Discretionary: $7,064,944
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 10 | $3,246,989 |
| Charitable organizations | Fewer than 5 | $3,692,759 |
| Corporations or other businesses not listed above | Fewer than 5 | $125,196 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- s12group.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. S12 Group LLC (CRD 333997): Form ADV filing data as of October 2026.