# 77 Financial Group

77 Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://77financial.com

## Regulatory record

- **CRD number:** 312367
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312367

## About

77 FINANCIAL GROUP is a state-registered investment adviser in CARLSBAD, CA. The firm manages approximately $27 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Questions

### Who controls 77 Financial Group?

No principals or beneficiaries are named in public records. The firm maintains a private structure without disclosed ownership or management.

### Does 77 Financial Group disclose AUM or investment activity?

No. The firm has not publicly reported AUM, deployment figures, or any investment transactions. It falls into the category of family offices that operate without external reporting.

### What sectors or asset classes does 77 Financial Group invest in?

Sector and asset-class preferences are not stated. No portfolio companies, fund commitments, or deal activity has been attributed to the firm in public sources.

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Last updated: 2026-07-06T01:24:10.544Z

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