# 626 Financial

626 Financial is a RIA based in Portage.

## Overview

- **Organization type:** RIA
- **Headquarters:** Portage
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** https://626financial.com

## Regulatory record

- **CRD number:** 306474
- **SEC file number:** 801-120219
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306474

## About

626 FINANCIAL, LLC is an SEC-registered investment adviser in PORTAGE, MI, registered since 2021. The firm manages $380 million in assets, with $377 million on a discretionary basis. It has 5 employees and 5 investment advisers.

## Questions

### Who runs investment decisions at 626 Financial?

No investment decision-makers have been publicly identified. The firm's principals remain undisclosed in any public record, regulatory filing, or industry database.

### What is the wealth origin behind 626 Financial?

The source of the underlying wealth has not been disclosed. There is no public information linking the firm to any specific family, industry, or fortune.

### Does 626 Financial have a public investment track record?

No. The firm has not disclosed any portfolio companies, fund commitments, direct investments, or performance data.

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Last updated: 2026-07-09T01:05:22.963Z

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