Silver Grove Financial Group, Inc.
- Regulatory AUM
- $454M
- Discretionary
- $454M
- Clients
- 2,150
- Avg AUM / client
- $211K
- Accounts
- 2,969
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,083 | $320M | 70.5% |
| High net worth individuals | 63 | $132M | 29.1% |
| Corporations and other businesses | 4 | $2.2M | 0.48% |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Joseph Weber | Founder President | Jan 2017 (10y) | 50% – 75% | |
| Ryan Seufert | Founder Vice President And Chief Compliance Officer | Jan 2017 (10y) | 50% – 75% | |
| Katie Weibel | Registered representative | CFP | Jul 2021 (5y) | |
| Jason Bernard Myers | Registered representative | Chartered Financial Consultant | Jul 2021 (5y) | |
| Mark Philip Procknal | Registered representative | Aug 2021 (5y) | ||
| Annette J Olday | Registered representative | Aug 2021 (5y) | ||
| John Joseph Mccauley | Registered representative | Aug 2021 (5y) | ||
| Julianne Incardona | Registered representative | Aug 2021 (5y) | ||
| Mark A Kirchmyer | Registered representative | Aug 2021 (5y) | ||
| Ryan Ficorilli | Registered representative | Aug 2021 (5y) | ||
| Martin Charles Lougen | Registered representative | Aug 2021 (5y) | ||
| Andrew James Swartwout | Registered representative | Chartered Financial Consultant | Aug 2021 (5y) | |
| Richard Cerminara | Registered representative | Nov 2021 (5y) | ||
| Kyle Leikam | Registered representative | Jul 2023 (3y) | ||
| Michael Richard Becht | Registered representative | Feb 2025 (1y) | ||
| Jakub Kubrak | Registered representative | Aug 2025 (1y) | ||
| Nathan R Severson | Registered representative | Mar 2026 (0y) |
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) | 06/23/2026 | 980 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
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $253M (56% of AUM) Jun 2026
- Broadridge Business Process Outsourcing, Llc $80.7M (18% of AUM) Jun 2026
- LPL Financial $63.8M (14% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗