Single Family OfficeRIA · CRD 123869SEC-Registered

Updated:

Florian Financial Group

FLORIAN FINANCIAL GROUP LLC is an SEC-registered investment adviser in WILLIAMSVILLE, NY, registered since 2007. The firm manages approximately $215 million in...

Florian Financial Group

FLORIAN FINANCIAL GROUP LLC is an SEC-registered investment adviser in WILLIAMSVILLE, NY, registered since 2007. The firm manages approximately $215 million in regulatory assets. It has 8 employees and 5 investment advisers.

General information

Firm type

Single Family Office

Frequently asked questions

Is Florian Financial Group a registered investment advisor?

No registration is publicly discoverable through the SEC's IAPD database or FINRA's BrokerCheck as of mid-2025. This is consistent with a single-family office that relies on the family office exemption under the Investment Advisers Act, though the firm has not disclosed its specific regulatory posture publicly.

How does the firm source deals given its lack of public presence?

Based on the profile of similarly structured offices, deal flow likely originates through the family's personal and professional networks, private banking relationships, and direct outreach from intermediaries. The absence of a website or LinkedIn presence suggests the firm does not solicit inbound opportunities and relies instead on curated, relationship-driven sourcing.

Does Florian Financial Group co-invest with external partners?

There is no public record of co-investment activity with institutional allocators or other family offices. The firm's low profile likely limits its participation in club deals unless those relationships were established through the principals' prior business or social networks.

What asset classes does Florian Financial Group invest in?

The firm has not disclosed its asset allocation. Based on typical single-family office portfolios, likely exposure includes direct private equity, commercial and residential real estate, public equities, and fixed income. The absence of named portfolio companies or transactions makes any sector or stage preference unknown to external observers.

Where does the underlying wealth come from?

The wealth origin is not publicly disclosed. The corporate structure and the use of 'Financial Group' in the name suggest the family's wealth may have originated from financial services, private banking, or asset management, but this remains speculative without a public attribution from the principals.

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