# Webb Financial Group

Webb Financial Group is a Bank / Wealth / Trust based in Bloomington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bloomington, United States
- **Region:** North America
- **Address:** Bloomington, MN, United States
- **Founded:** 1983
- **Assets under management:** $100M - $500M (Altss estimate)
- **Website:** www.webbfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/webb-financial-group

## Regulatory record

- **CRD number:** 106617
- **SEC file number:** 801-39985
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106617

## About

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.

## Sectors

- Wealth Management
- Private Client Services
- Tax Planning

## People

- John Webb — Founder

## 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.

## Related profiles

- [Weatherhelm Capital Management](https://altss.com/profile/weatherhelm-capital-management)
- [Webster Bank](https://altss.com/profile/webster-bank)

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

Canonical page: https://altss.com/profile/webb-financial-group

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