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The fee is billed in advance or in arrears and is negotiable.","source":"626 FINANCIAL DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY, filed 12 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does 626 Financial use?","answer":"626 Financial’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $317M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does 626 Financial have?","answer":"626 Financial has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does 626 Financial invest in?","answer":"At the end of its last fiscal year, 626 Financial’s separately managed accounts held 65% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents, 1% state and local bonds and 1% other. The 1% other category is described as: Very Small Accounts Including Government Bonds, Corporate Bonds, Otc, Derivatives and Alternatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns 626 Financial?","answer":"626 Financial’s direct owners are Thomas Anderton (50% to 75%) and Brant Shrimplin (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 18 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does 626 Financial get paid?","answer":"626 Financial is paid through a percentage of assets under management. 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