B
Bibler Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$49,000,000
Clients
110
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
110
Very HighAverage account size
$445,455
About
Bibler Financial Group provides discretionary investment advisory and portfolio management to individuals, high-net-worth clients, IRAs, pension and profit-sharing plans, trusts, foundations, charitable institutions and corporations. The firm offers ongoing management using a range of tactical investment products, including no-load mutual funds, index and target-date funds, ETFs, individual stocks and bonds, and certificates of deposit.
The firm pursues an actively managed, tactical asset-allocation approach that combines macroeconomic and valuation-based fundamental analysis with security-level selection to build globally diversified portfolios, typically with a three- to five-year time horizon. For fixed income, the firm selects preferred securities, investment-grade corporates, government and taxable municipal bonds and performs its own credit analysis rather than outsourcing that work.
Operating as a money manager since 1997, the firm has full discretionary authority to trade client accounts and also votes proxies on clients’ behalf while allowing clients to direct votes if they choose. The firm recommends custody at Schwab Institutional and discloses access to Schwab’s institutional trading, custody services and business-support products that may benefit the firm, a potential conflict of interest discussed in the brochure.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
1.00% annually for equity, balanced and fixed income accounts; 0.30% annually for small business company retirement plans; negotiable typically 0.3% for small business cash investment accounts
Main office location
Bibler Financial Group
Big Sky MT, United States
Number of offices
1
Most active in
Bibler Financial Group has reported serving >5 clients in these states in the last 12 months.
Montana
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 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
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