South Bay Financial Partners Group, Inc.
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 175015
· SEC file 801-110198
· Torrance, CA
· www.linkedin.com
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ADV data as of Jul 17, 2026
- Regulatory AUM
- $115M
- Discretionary
- $0
- Clients
- 50
- Avg AUM / client
- $2.3M
- Accounts
- 145
- Employees
- 5
AUM over time
$109M
$157M
Mar 15, 2017
Jul 17, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $14.7M | 12.8% |
| High net worth individuals | 27 | $98.8M | 86.0% |
| Charitable organizations | Fewer than 5 | $1.3M | 1.13% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tara Tussing Unverzagt | President/ Chief Compliance Officer/Treasurer | CFP | Dec 2013 (13y) | 75% or more |
| Unverzagt, Robert, Manuel | Secretary | Dec 2014 (12y) | 75% or more | |
| Jessica Marie Henderson | Registered representative | Oct 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 937 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗