# Sutterfield Financial Group, Inc.

> Sutterfield Financial Group, Inc. is an SEC-registered investment advisory firm in Bartlesville, OK, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 115652
- Filed as: SUTTERFIELD FINANCIAL GROUP, INC.
- Also doing business as: FIELDSTONE FINANCIAL, INC., GRAMM FINANCIAL SERVICES, LLC, LONGVIEW FINANCIAL SOLUTIONS, LLC, STRICKLAND FINANCIAL CONCEPTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bartlesville, OK
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115652
- AdvisorCensus page: https://advisorcensus.com/firm/sutterfield-financial-group-inc-bartlesville-ok-115652

## Quick answers

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

**How much does Sutterfield Financial Group, Inc. charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $75 to $350 an hour (stand-alone financial planning or consulting services); Flat fee: $500 to $100,000 a year (stand-alone financial planning or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sutterfield Financial Group, Inc. located?**
Sutterfield Financial Group, Inc.'s principal office is in Bartlesville, OK, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Sutterfield Financial Group, Inc. registered with the SEC or a state?**
Sutterfield Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 115652.

**How much does Sutterfield Financial Group, Inc. manage?**
Sutterfield Financial Group, Inc. reports $274,397,181 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (96% discretionary).

**How have Sutterfield Financial Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Sutterfield Financial Group, Inc.: Regulatory assets under management: $200,339,776 in the October 2021 data and $274,397,181 in the October 2026 data, up 37%. Total employees: 17 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sutterfield Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (944); pension and profit sharing plans (but not the plan participants or government pension plans) (100); high net worth individuals (45).

**Which custodians does Sutterfield Financial Group, Inc. use?**
Sutterfield Financial Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Interactive Brokers LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Sutterfield 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 SEC record: https://adviserinfo.sec.gov/firm/summary/115652

**Does Sutterfield Financial Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "SFG does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Sutterfield Financial Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $220,821,609 to $274,397,181 (+24%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> SFG does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

- Hourly rate: $75 to $350 an hour (stand-alone financial planning or consulting services)

> The average range for typical services is from $75 - $350 on an hourly basis and $500 to $100,000 on an annual fixed fee basis

- Flat fee: $500 to $100,000 a year (stand-alone financial planning or consulting services)

> The average range for typical services is from $75 - $350 on an hourly basis and $500 to $100,000 on an annual fixed fee basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $274,397,181
- Discretionary: $263,729,122
- Non-discretionary: $10,668,059

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 944 | $111,694,161 |
| High net worth individuals | 45 | $62,302,119 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 100 | $53,723,755 |
| Charitable organizations | 9 | $8,821,466 |
| Insurance companies | 13 | $34,933,957 |
| Corporations or other businesses not listed above | 18 | $2,921,723 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2005 (21 years)
- Employees: 32 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AR, AZ, CA, IA, IL, KS, LA, MI, MN, MO, ND, NE, NM, NV, OK, SD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bemidji, MN
- Sioux Falls, SD
- Willmar, MN

### Websites listed on Form ADV (Item 1.I)
- fieldstonefinancialinc.com/INDEX.HTM
- longviewfinancialsolutions.com
- sutterfieldfinancial.com
- Facebook @SUTTERFIELDFG
- LinkedIn @SUTTERFIELD-FINANCIAL-GROUP-INC-
- X @sutterfieldfg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $200,339,776 | 17 | March 31, 2021 |
| October 2022 | $204,842,027 | 17 | March 23, 2022 |
| October 2023 | $174,816,099 | 17 | March 30, 2023 |
| October 2024 | $202,236,034 | 24 | July 31, 2024 |
| October 2025 | $220,821,609 | 24 | March 27, 2025 |
| October 2026 | $274,397,181 | 32 | March 27, 2026 |

Regulatory assets under management: $200,339,776 in the October 2021 data and $274,397,181 in the October 2026 data, up 37%.
Total employees: 17 in October 2021 and 32 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $220,821,609 to $274,397,181 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sutterfield Financial Group, Inc. (CRD 115652): Form ADV filing data as of October 2026.