S12 Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
S12 Group LLC provides discretionary investment management and tailored advisory services to individuals, high-net-worth clients, corporations and other businesses, and it also works with charitable organizations and institutional clients. The firm is a small, state-registered adviser formed in 2024 and manages a modest asset base across a limited number of accounts.
The firm follows a long-term, value-oriented investment approach that relies on fundamental analysis to identify undervalued equities and ETFs, emphasizing a margin of safety and sector-agnostic diversification while generally avoiding certain industries. Portfolios are monitored and reviewed periodically and can be adjusted to reflect client objectives, risk tolerance, and any reasonable client-imposed restrictions.
Distinctive features include the availability of performance-based fee arrangements for qualified clients and written procedures intended to address conflicts that may arise when managing accounts with differing fee structures, which is uncommon among similar independent advisers. The firm’s principal also serves in a leadership role at a 501(c)(3) nonprofit, and the inclusion of charitable and institutional clients in its client mix differentiates it from many solo practitioners.
Client services
Expertise
Fee options
20% of the realized annual portfolio performance with a high-water mark, calculated quarterly in arrears
Main office
Surfside FL
Advisors at this office
1
Most active in
California · Florida
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.
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