AKG Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AKG Financial, LLC provides portfolio management and financial planning to individual and high-net-worth clients. The firm is a fee-only registered investment adviser and primarily charges percentage-of-assets-under-management fees for discretionary investment management.
AKG develops individualized investment policies and implements them on a discretionary basis, applying fundamental and technical analysis within a Modern Portfolio Theory framework and typically holding positions for the long term across stocks, bonds, mutual funds, ETFs, and government and municipal securities. Financial planning is offered both as ongoing engagements and as project-based plans, covering retirement, estate, tax, insurance, cash-flow, and college-savings topics.
The firm’s size and structure are notable: two advisors manage roughly $90 million for 24 clients, producing relatively high assets per client and a focus on tailored services, and AKG requires client accounts to be custodied at Charles Schwab while disclosing receipt of institutional services from that custodian. Ownership and governance are also uncommon for a firm this size — an irrevocable family trust holds an 80% interest while the other principal holds 20% — and one principal serves as the firm’s chief compliance officer and holds the CFP® designation.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Recurring fixed fee for Ongoing Financial Planning, paid quarterly in advance
Minimum fee: Minimum annual fee of $12,000 for Ongoing Financial Planning Fee-only: Fee-only firm, compensated solely by Clients for services
Main office
Fort Worth TX
Advisors at this office
3
Most active in
Texas
Also doing business as
Akg Financial Group · Akg Financial LLC · Akg Financial, LLC
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.
Forms ADV
Quick links
Advisors at this firm
Davis B
Series 65
Fort Worth, TX
AKG Financial Group
Davis Bourland is a financial advisor at AKG Financial Group in Fort Worth, TX, holding a Series 65 designation with 16 years of industry experience. He worked at Diesslin & Associates, Inc. for 13 years before joining AKG Financial in 2021. Outside of advising, Bourland serves as Chief Operating Officer for Virtuoso Travel, a luxury leisure travel company, and is a volunteer member of the Investment Committee on the Board of Directors for the University of North Texas Foundation. AKG Financial Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a diversified investment approach that includes fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of traditional and alternative investment vehicles.
Emma S
CFP®, Series 65
Fort Worth, TX
AKG Financial Group
Emma Simmons is a CFP® and holds a Series 65 license with nine years of experience in the financial industry. She has worked at AKG Financial Group since 2021 and previously spent seven years at Diesslin Group, Inc. located in Fort Worth, TX. AKG Financial Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies including fundamental analysis, modern portfolio theory, and quantitative methods, and offers access to both traditional and alternative investment vehicles.
Ashlyn B
Series 65
Fort Worth, TX
AKG Financial Group
Ashlyn Bourland is a financial advisor at AKG Financial Group in Fort Worth, TX, holding a Series 65 designation with one year of industry experience. Prior to joining AKG Financial Group, she had roles at NorthPoint Volleyball Club, Texas Christian University, University of North Texas, and Northwest ISD. AKG Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients. The firm applies fundamental and technical analysis within a Modern Portfolio Theory framework, managing diversified portfolios primarily on a discretionary basis.
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