Friday Financial, Inc.
- Regulatory AUM
- $409M
- Discretionary
- $409M
- Clients
- 289
- Avg AUM / client
- $1.4M
- Accounts
- 829
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 191 | $59.3M | 14.5% |
| High net worth individuals | 88 | $333M | 81.4% |
| Charitable organizations | 3 | $3.9M | 0.95% |
| Corporations and other businesses | 7 | $12.7M | 3.11% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Joseph Griffin | Wealth Manager, Co Founder, Chief Compliance Officer | Jan 2024 (3y) | 25% – 50% | |
| Nicholas Bert Heiar | Wealth Manager, Co Founder | Jan 2024 (3y) | 25% – 50% | |
| Ryan Edward Burbach | Chief Executive Officer, Co Founder | Jan 2024 (3y) | 25% – 50% | |
| Christina Ann Hoffmann | Registered representative | CFP | Mar 2024 (2y) | |
| Jeremy Joseph Gerardy | Registered representative | Aug 2024 (2y) | ||
| Alexander Timp | Registered representative | Jun 2025 (1y) | ||
| Matthew Robert Pillard | Registered representative | Apr 2026 (0y) | ||
| Eric R. Foy | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 05/27/2026 | 909 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $409M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗