otherRIA · CRD 154479SEC-Registered

Updated:

Fisher Financial Group

FISHER FINANCIAL GROUP, LLC is an SEC-registered investment adviser in NORTHBROOK, IL. The firm manages $41 million in assets, $37 million on a discretionary...

Fisher Financial Group

FISHER FINANCIAL GROUP, LLC is an SEC-registered investment adviser in NORTHBROOK, IL. The firm manages $41 million in assets, $37 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

other

Frequently asked questions

How can an allocator diligence Fisher Financial Group given the lack of public information?

Due diligence would require direct engagement with firm principals to obtain audited financials, an organizational chart, and a detailed investment track record. In the absence of a public website, LinkedIn presence, or attributable media coverage, the burden falls entirely on the firm to provide primary-source documentation. Allocators should verify any claims through independent reference checks and regulatory-confirmation searches.

Does Fisher Financial Group file public regulatory disclosures?

No public SEC registration, Form ADV, or equivalent regulatory filing has been confirmed in the course of this research. The firm's status with state-level securities regulators is not established, and it does not appear in standard investment-adviser databases under this exact name.

Is Fisher Financial Group related to Fisher Investments or other prominent financial firms using the Fisher name?

No public connection links Fisher Financial Group, LLC to Ken Fisher's Fisher Investments, the Fisher family office, or any other major financial institution bearing the Fisher name. The naming similarity appears coincidental based on available records, though confirmatory due diligence with the firm is warranted.

What types of clients does Fisher Financial Group typically serve?

The firm's client base is not disclosed. Without a public marketing presence or captured advisory footprint, it is not known whether the firm serves individual high-net-worth families, institutional investors, or operates in an entirely different capacity.

How does this firm source investment opportunities?

No sourcing model can be attributed to Fisher Financial Group. Public records do not identify any deal history, network affiliations, or investment platform through which the firm accesses opportunities.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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