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Webb Financial Group
Webb Financial Group is an SEC-registered investment adviser in Bloomington, MN, since 1991. The firm manages $397 million in assets, $377 million on a...
Overview
Webb Financial Group is an SEC-registered investment adviser in Bloomington, MN, since 1991. The firm manages $397 million in assets, $377 million on a discretionary basis. It has 8 employees and 4 investment advisers. WEBB FINANCIAL GROUP was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-30, it reported 8 employees; 1,896 advisory accounts; services including Educational seminars and workshops, Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
1983
Location
Region
North America
Country
United States
City
Bloomington
Corporate office
Bloomington, MN, United States
Principals
John Webb
Founder
Sector focus
Frequently asked questions
How is Webb Financial Group regulated, and is it a fiduciary?
Webb Financial Group operates as a registered investment advisor with the SEC, which imposes a fiduciary duty on its advisory relationships. The firm also maintains a broker-dealer registration that permits commission-based transactions where appropriate. Clients should clarify whether they are engaging the firm in an advisory or brokerage capacity for each account.
Is Webb Financial Group independent, or does it operate under a larger financial institution?
Webb Financial Group is independently owned and operated from its Bloomington, Minnesota headquarters. It is not a subsidiary of a bank, insurance company, or national wealth management aggregator. This independence allows it to select investment products and planning strategies without institutional product-distribution mandates.
Does Webb Financial Group manage proprietary investment products or funds?
No proprietary mutual funds, ETFs, or structured products appear in Webb Financial Group's public filings. The firm constructs client portfolios from third-party securities and managed products, aligning with its role as an independent allocator rather than an asset manufacturer.
What is Webb Financial Group's succession plan?
No public filings, announcements, or press coverage detail a formal succession plan. John Webb founded the firm in 1983 and remains its principal. The absence of a disclosed internal successor or external sale agreement represents a material governance consideration for clients with multi-decade planning horizons.
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