SAB Group Financial, P.A
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Tamarac FL
Advisors at this office
1
Most active in
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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