# Folgmann Financial Group

Folgmann Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 309348
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309348

## About

Folgmann Financial Group LLC is a state-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Why is there no public information about Folgmann Financial Group?

Folgmann Financial Group operates without a public-facing website, disclosed investment team, or documented deal history. Many single-family offices maintain this level of opacity by design, conducting all investment activity through private vehicles, external managers, or named individuals rather than the entity itself. The absence of a regulatory requirement to publicly report investments in most jurisdictions allows this discretion.

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Last updated: 2026-07-06T01:24:16.788Z

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