Boca Raton, FL Office

SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.101 billion for about 2,634 clients. The firm serves individuals (including high-net-worth clients), businesses and retirement plans, and offers portfolio management, comprehensive/limited/hourly financial planning, and access to third‑party manager programs and model portfolios.

SB Advisory primarily delivers advice on a non‑discretionary basis — as of March 31, 2026 it reported about $1.09 billion in non‑discretionary assets versus roughly $11.3 million managed discretionarily — so advisors typically provide recommendations that clients approve before transactions. Investment implementation spans mutual fund and ETF asset allocation, selection of individual undervalued equities and use of outside managers, and the firm employs fundamental, technical and qualitative analysis in tailoring client portfolios.

Noteworthy aspects compared with peers include the unusually high concentration of non‑discretionary AUM and the presence of disclosure events: the brochure reflects an amended filing and indicates that some individual investment adviser representatives have disciplinary disclosures. The firm also operates alongside an affiliated broker‑dealer and discloses various revenue‑sharing and markup arrangements (e.g., ticket charges, margin and cash‑sweep revenue) and related compliance controls such as a Code of Ethics and supervisory procedures to address potential conflicts.