# Liberty Financial Group

Liberty Financial Group is an Asset Manager based in Elm Grove.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Elm Grove
- **Assets under management:** Undisclosed
- **Website:** libertyfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/liberty-financial-group-inc

## Regulatory record

- **CRD number:** 111272
- **SEC file number:** 801-124940
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111272

## About

Liberty Financial Group, Inc. is an SEC-registered investment adviser in Elm Grove, WI, registered since 2022. The firm manages $194 million in assets, $193 million on a discretionary basis. It has 5 employees and 1 investment adviser.

## Questions

### Who makes investment decisions at Liberty Financial Group?

Liberty Financial Group has not disclosed the identities of its key investment personnel, managing principals, or portfolio managers in any public-facing materials or through public financial media coverage. As a privately held RIA, the firm is not required to reveal its ownership or management structure to the general public.

### What is the firm's regulatory status?

As a registered investment advisor with the SEC, Liberty Financial Group is subject to the Investment Advisers Act of 1940. This registration imposes a fiduciary standard on the firm in its dealings with clients, a higher standard of care than the suitability standard that applies to broker-dealers. The firm's Form ADV, filed with the SEC, contains the most detailed regulatory disclosures about its business.

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Last updated: 2026-06-03T20:00:00.000Z

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