# Sharp Financial Group

Sharp Financial Group is a Bank / Wealth / Trust based in Tampa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tampa, United States
- **Region:** North America
- **Address:** Tampa, FL, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** sharpllc.com
- **LinkedIn:** https://www.linkedin.com/company/sharp-financial

## Regulatory record

- **Reports private funds:** No

## About

Michael Sharp launched the firm in 1993 to pair forward-looking tax and accounting with wealth management and investment banking — a model Sharp Financial labels Integrated Financial Management. The group operates through two regulated entities: Sharp Wealth Advisory, LLC, a registered investment advisor, and J. Alden Associates, Inc., a FINRA- and SIPC-member broker-dealer that clears securities. The firm publicly targets three client sets: business owners, individuals and families, and family offices. Sharp Financial's investment bank works on capital raising, acquisition financing, and company sales — the website confirms the team advises on buy-side and sell-side M&A. On the wealth side, the firm manages assets for individuals, high-net-worth families, and trusts. The advisor does not publish a discrete asset-allocation model, but its integrated structure implies a heavy tilt toward private-business value creation and illiquid operating-company equity alongside traditional managed portfolios. The firm's website cites a case-study track record of decade-long client engagements across multiple entrepreneurial exits, though it names no specific portfolio companies or fund vehicles. The group has not disclosed total regulatory assets under management, headcount, or capital deployment figures. Its sole identified office is in Tampa, Florida. Sharp Financial does not describe any philanthropic foundation, real-asset arm, or formal co-investor club. Its website's footer references compliance under the USA PATRIOT Act and offers a Form CRS (Client Relationship Summary), consistent with a mid-market RIA-and-broker-dealer hybrid serving domestic US clients. Sharp Financial's structural edge is the deliberate colocation of an SEC-registered investment advisor, a CPA practice, and a broker-dealer within one firm group — an architecture that lets the firm originate, diligence, structure, and manage assets for the same entrepreneurial client without external referrals. Few wealth managers of similar scale run an affiliated investment bank and a broker-dealer alongside tax preparation, making Sharp Financial a single-point-of-contact model for business owners who might otherwise coordinate three separate professional-service firms.

## Sectors

- Business Services
- Private Credit

## People

- Michael Sharp — Founder

## Questions

### Does Sharp Financial participate in fund commitments or only direct investments?

Sharp Financial does not publish a fund-commitment strategy. Its investment banking arm facilitates direct transactions — including company sales and capital raises — while the wealth management practice manages portfolios for individuals, trusts, and high-net-worth families. It has not disclosed any fund-of-funds activity or institutional LP commitments.

## Related profiles

- [Sharper & Granite](https://altss.com/profile/sharper-granite)
- [Sharpstone Capital](https://altss.com/profile/sharpstone-capital)

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

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