# Webb Financial Group

> 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.

- CRD: 106617
- Filed as: WEBB FINANCIAL GROUP
- Legal name: Webb Advisors Incorporated
- Also doing business as: WEBB FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106617
- AdvisorCensus page: https://advisorcensus.com/firm/webb-financial-group-bloomington-mn-106617

## Quick answers

**How 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

### 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 30, 2026)

- Asset-based fee: 0.5% to 1.4% a year (a range, as the brochure states it)

> Fees are negotiable, typically ranging from 1.4% to .5% annually, based on the size of an advisory relationship.

- Account minimum: $250,000

> We generally require an aggregate account minimum of $250,000 for investment advisory services.

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.
- Fidelity Distributors Company 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: $397,200,000
- Discretionary: $377,336,000
- Non-discretionary: $19,864,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 671 | $373,656,000 |
| High net worth individuals | 2 | $23,544,000 |

### 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

### Firm details
- Registered since: 1991 (35 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IA, IL, MN, MO, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $290,207,000 | 6 | March 31, 2021 |
| October 2022 | $320,500,000 | 7 | March 31, 2022 |
| October 2023 | $295,141,000 | 7 | March 31, 2023 |
| October 2024 | $315,997,428 | 7 | March 28, 2024 |
| October 2025 | $371,209,000 | 8 | March 28, 2025 |
| October 2026 | $397,200,000 | 8 | March 30, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Webb Financial Group (CRD 106617): Form ADV filing data as of October 2026.