AdvisorCensus / Financial advisors / Minnesota / Minneapolis / Webb Financial Group
Webb Financial Group
Filed as WEBB FINANCIAL GROUP · Legal name Webb Advisors Incorporated
Webb Financial Group is an SEC-registered investment advisory firm in Bloomington, MN, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.
Quick answers
From the filingHow is Webb Financial Group compensated?
On its Form ADV (Item 5.E, October 2026), Webb Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Webb Financial Group's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.5% to 1.4% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Webb Financial Group located?
Webb Financial Group's principal office is in Bloomington, MN, according to its Form ADV.
Is Webb Financial Group registered with the SEC or a state?
Webb Financial Group is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 106617.
How much does Webb Financial Group manage?
Webb Financial Group reports $397,200,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (95% discretionary).
How have Webb Financial Group's assets and staff changed since 2021?
In the Form ADV data for Webb Financial Group: Regulatory assets under management: $290,207,000 in the October 2021 data and $397,200,000 in the October 2026 data, up 37%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Webb Financial Group serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (671); high net worth individuals (2).
Which custodians does Webb Financial Group use?
Webb Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.
Does Webb 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 SEC record: https://adviserinfo.sec.gov/firm/summary/106617
Does Webb Financial Group state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "We generally require an aggregate account minimum of $250,000 for investment advisory services."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 1.4% a year (a range, as the brochure states it)
The brochure's wording
Fees are negotiable, typically ranging from 1.4% to .5% annually, based on the size of an advisory relationship.
Account minimum: $250,000
The brochure's wording
We generally require an aggregate account minimum of $250,000 for investment advisory services.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$397,200,000 as of October 2026, filing dated March 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Webb Advisors Incorporated
- Also doing business as
- WEBB FINANCIAL GROUP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1991 (35 years)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $397,200,000 | 8 | March 30, 2026 |
| October 2025 | $371,209,000 | 8 | March 28, 2025 |
| October 2024 | $315,997,428 | 7 | March 28, 2024 |
| October 2023 | $295,141,000 | 7 | March 31, 2023 |
| October 2022 | $320,500,000 | 7 | March 31, 2022 |
| October 2021 | $290,207,000 | 6 | March 31, 2021 |
Regulatory assets under management: $290,207,000 in the October 2021 data and $397,200,000 in the October 2026 data, up 37%.
Total employees: 6 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Webb Financial Group (CRD 106617): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/webb-financial-group-bloomington-mn-106617