S
SAB Group Financial, P.A.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,169,000
Clients
17
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$127,588
About
SAB Group Financial, P.A. is a Florida-registered investment adviser that provides portfolio management to individuals, retirement and pension plans, and trusts, generally investing client assets in domestic and international stocks, bonds, mutual funds and exchange‑traded funds. The firm also offers trustee and co‑trustee services and maintains client accounts through a third‑party custodian with advisory fees deducted from client accounts.
The firm’s investment process relies heavily on third‑party investment newsletters for fundamental analysis, with technical analysis used to help time trades and position sizes typically limited to about 5% of an initial portfolio. Recommendations are often delivered by email and the adviser uses a mix of limited (non‑discretionary) and full discretionary authority—employing “no‑response” email execution and bunched trades to allocate transactions.
A distinctive aspect of the practice is its affiliation with an accounting firm under common ownership, through which it provides accounting, tax and audit services in addition to investment advice. The combination of that accounting affiliation, the routine inclusion of personal and client orders in bunched trades, and the frequent use of partial/non‑discretionary execution practices differentiates its operating model from many peers.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $100,000: 1.50% > $100,000 - $400,000: 1.40% > $500,000 - $1,000,000: 1.25% > $1,000,000+: 1.00%
Main office location
SAB Group Financial, P.A.
Tamarac FL, United States
Number of offices
1
Most active in
SAB Group Financial, P.A. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")