Addington Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Addington Financial Group provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals (including high-net-worth clients), businesses, corporations, and charitable organizations. Financial planning is offered as part of its managed account services rather than as a standalone, separately billed service.
The firm uses a mix of active and passive strategies and emphasizes quantitative tools—such as a portfolio optimizer and risk measures like standard deviation and the Sharpe Ratio—to design strategic asset allocations and inform rebalancing. Implementation typically includes public and institutional mutual funds, stocks, bonds, and, when appropriate, the use of third‑party managers that the firm evaluates and monitors as part of its due diligence process.
Addington Financial Group manages approximately $338 million in discretionary assets with a two-advisor team serving about 94 clients, a scale that is relatively large for a small supported adviser and may influence service delivery and reliance on sub‑advisors. The firm documents the use and risks of sub‑advisory arrangements, generally recommends Fidelity for custody and execution, and performs ongoing reviews and client reporting while including planning services without a separate charge.
Client services
Expertise
Fee options
$0 - $100,000: 1.5% $100,001 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.75% $2,000,001+: Negotiable (minimum 0.50%)
Main office
See officeTrophy Club TX
Advisors at this office
1
Offices (2)
Most active in
Colorado · New Hampshire · Texas
Also doing business as
Addington Financial Group · Addington Financial Group LLC · Laura Addington · Laura Lee Addington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Laura B
Series 63, Series 65
Trophy Club, TX
Addington Financial Group LLC
Laura Brown is a financial advisor at Addington Financial Group LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments Institutional Services Company, Inc. for 24 years before joining Addington Financial Group in 2021. Addington Financial Group provides discretionary and non-discretionary managed account services to individual and high-net-worth clients, integrating financial planning with portfolio management. The firm emphasizes strategic asset allocation, quantitative risk measures, and a blend of active and passive investment strategies, managing nearly $300 million with a focus on personalized wealth management.
Laura A
CFP®, Series 63, Series 65
Cypress Springs Village, TX
Addington Financial Group LLC
Laura Addington is a CFP® with 22 years of industry experience and has been with Addington Financial Group LLC since 1996. She holds Series 63 and Series 65 licenses. Addington Financial Group provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals, businesses, corporations, and charitable organizations. The firm employs a blend of active and passive investment strategies, using quantitative tools to guide asset allocation and rebalancing, and manages approximately $338 million in discretionary assets for about 94 clients.
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