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RIA · CRD 337210State-Registered Investment Adviser

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SOBITZ FINANCIAL GROUP

Sobitz Financial Group, LLC is a state-registered investment adviser in Uniontown, OH. The firm manages $89 million in assets, $88 million on a discretionary...

Overview

Sobitz Financial Group, LLC is a state-registered investment adviser in Uniontown, OH. The firm manages $89 million in assets, $88 million on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Frequently asked questions

Who runs SOBITZ FINANCIAL GROUP?

No named principals or executives are publicly disclosed for SOBITZ FINANCIAL GROUP. The firm is registered as a Delaware LLC, but its leadership structure is not visible in LinkedIn, company filings, or media sources.

Does SOBITZ FINANCIAL GROUP invest in direct deals or funds?

There is no publicly verifiable information about SOBITZ FINANCIAL GROUP's investment strategy — whether it makes direct equity investments, fund commitments, or other allocations. The firm has not disclosed any portfolio companies or co-investment activity.

What sectors does SOBITZ FINANCIAL GROUP focus on?

Sector preferences are not publicly stated. No sector-specific investments, advisory roles, or stated thematic focus areas have been reported.

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