34 Financial provides portfolio management for individuals and small businesses.
34 Financial reports 90 clients. They include 90 high-net-worth individuals. Of its assets, 100.0% ($101M across 93 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | 2% |
| High-net-worth individuals | 100% | 98% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $1.77M | 1.7% | — |
| High-net-worth individuals | 90 | $99.2M | 98.3% | $1.1M |
| Total | 90 | $101M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.77M
- AUM share
- 1.7%
- Avg. per client
- —
- Clients
- 90
- Regulatory AUM
- $99.2M
- AUM share
- 98.3%
- Avg. per client
- $1.1M
Total
- Clients
- 90
- Regulatory AUM
- $101M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
34 Financial charges 0.50%–1.00% a year for its Investment Advisory Services. The fee is billed in arrears, is negotiable and has a $12,000 annual minimum.
Fee details and sources
Jeffrey Shaver owns 50% to 75% of 34 Financial. The leadership team of 34 Financial includes President Joseph Young. It has 4 employees.
Leadership
Joseph YoungPresident
Jeffrey ShaverCEO/CCO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of 34 Financial, LLC
Jeffrey Shaver
Control person · since December 2023
- Owns 50% to 75% of 34 Financial, LLC
Joseph Young
Control person · since December 2023
Besides its headquarters, 34 Financial has 1 office, with 2 listed addresses in 1 state.
Georgia · 2 listed addresses
- 2827 Peachtree RD, Suite 620, AtlantaHQ
- 100 Hartsfield Centre Parkway, Atlanta
Other business names
34 Financial has reported 1 other business name to the SEC.
- TRG Wealth Management
Contact and registration details
- Legal name
- 34 Financial, LLC
- Headquarters
- 2827 Peachtree RD, Suite 620, Atlanta, GA 30305
- Website
- Not reported
- Phone
- 404-383-2100
- SEC file
- 801-135314
- Structure
- Georgia LLC
- Fiscal year end
- December
34 Financial’s named custodian for separately managed accounts is Charles Schwab ($84.4M). 34 Financial has custody of $2M for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $84.4M100%
At year end, 34 Financial’s separately managed accounts were mostly in stocks (77%) and funds (17%).
What the accounts hold
- Stocks77%
- Funds17%
- Registered funds14%
- Pooled vehicles3%
- Cash3%
- Other4%
- Held away assets4%
How many clients does 34 Financial have?
34 Financial has 90 clients and manages $101 million for them, as of February 2026. They include 90 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026
What services does 34 Financial offer?
34 Financial provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does 34 Financial charge?
34 Financial charges 0.50%–1.00% a year for its Investment Advisory Services. The fee is billed in arrears, is negotiable and has a $12,000 annual minimum.
Which custodians does 34 Financial use?
34 Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $84.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 February 2026
How many financial advisors does 34 Financial have?
34 Financial has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does 34 Financial invest in?
At the end of its last fiscal year, 34 Financial’s separately managed accounts held 77% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs), 4% other, 3% pooled vehicles (private funds and similar) and 3% cash and equivalents. The 4% other category is described as: Held Away Assets.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns 34 Financial?
34 Financial’s direct owners are Jeffrey Shaver (50% to 75%) and Joseph Young (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 February 2026
How does 34 Financial get paid?
34 Financial is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact 34 Financial?
34 Financial’s main office is at 2827 Peachtree RD, Suite 620, Atlanta, GA 30305. Its phone number is 404-383-2100.