FFG Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and insurance.
FFG Partners reports 238 clients. They include 122 individual clients, 102 high-net-worth individuals, and 12 pension and profit-sharing plans. Of its assets, 99.6% ($565M across 671 accounts) are managed with discretion; $2M across 4 accounts are not. A wrap fee program the firm both sponsors and manages holds $528M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 8% |
| High-net-worth individuals | 43% | 86% |
| Pension and profit-sharing plans | 5% | 4% |
| Charitable organizations | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 122 | $44.4M | 7.8% | $364K |
| High-net-worth individuals | 102 | $488M | 86.0% | $4.78M |
| Pension and profit-sharing plans | 12 | $23.8M | 4.2% | $1.99M |
| Charitable organizations | Fewer than 5 | $11.4M | 2.0% | $5.7M |
| Total | 238 | $567M | 100% | — |
- Clients
- 122
- Regulatory AUM
- $44.4M
- AUM share
- 7.8%
- Avg. per client
- $364K
- Clients
- 102
- Regulatory AUM
- $488M
- AUM share
- 86.0%
- Avg. per client
- $4.78M
- Clients
- 12
- Regulatory AUM
- $23.8M
- AUM share
- 4.2%
- Avg. per client
- $1.99M
- Clients
- Fewer than 5
- Regulatory AUM
- $11.4M
- AUM share
- 2.0%
- Avg. per client
- $5.7M
Total
- Clients
- 238
- Regulatory AUM
- $567M
- 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
FFG Partners is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Held-Away Retirement Plan Assets
- Total annual wrap program fee on held-away retirement plan assets: 0.80% up to $500,000, 0.75% from $500,000 to $1 million and 0.70% over $1 million.
Fiori Financial Group, Inc. owns 50% to 75% of FFG Partners and is in turn owned by Marguerite Fiori (75% or more). It has 8 employees, 5 of them in advisory roles.
Leadership
- Abraham ArceCCO
- Marguerite FioriManager
- Gabriel LevyManager/COO
- Scott VerlangieriManager
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 5 in advisory functions
- 5 state-registered reps
- 2 broker-dealer reps
- 4 insurance agents
- Owns 75% or more of FFG Partners, LLC
Abraham Arce
Control person · since August 2021
- Owns 50% to 75% of FFG Partners, LLC
Fiori Financial Group, Inc.
Control person · since January 2023
- Owns 75% or more of Fiori Financial Group, Inc.
Marguerite Fiori
Control person · since January 2006
- Owns 25% to 50% of FFG Partners, LLC
SDV Capital, Inc.
Control person · since January 2023
- Owns 75% or more of SDV Capital, Inc.
Scott Verlangieri
Control person · since July 2010
- Owns 5% to 10% of FFG Partners, LLC
Gel Capital LLC
Control person · since January 2023
- Owns 75% or more of Gel Capital LLC
Gabriel Levy
Control person · since March 2018
FFG Partners’ regulatory assets grew 1.7× from $324M (March 2023) to $567M (March 2026); clients were 238 in both filings and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $567M | 238 | 8 | 2 |
| May 2025 | $477M | 250 | 8 | 2 |
| May 2024 | $385M | 245 | 8 | 2 |
| March 2023 | $324M | 233 | 8 | 2 |
Besides its headquarters, FFG Partners has 1 office (1 private residence, listed without an address), with 1 listed address in Florida.
Florida · 1 listed address
- 205 South East 20th St, Fort LauderdaleHQ
Other business names
FFG Partners has reported 1 other business name to the SEC.
- Fiori Financial Group
Contact and registration details
- Legal name
- FFG Partners, LLC
- Headquarters
- 205 South East 20th St, Fort Lauderdale, FL 33316
- Website
- fiorifg.com
- Phone
- 954-763-2600
- @fiori-financial-group
- SEC file
- 801-127015
- Founded
- 2022
- Structure
- Florida LLC
- Fiscal year end
- December
FFG Partners uses Folio Investments ($548M) as custodian for its separately managed accounts. FFG Partners has custody of $54.6M in client assets for 19 clients.
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $548M100%
At year end, FFG Partners’ separately managed accounts were mostly in stocks (53%) and funds (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $352M across 42 positions; the largest are Micron Technology Inc. (8.0%), Nvidia Corporation (7.5%) and Broadcom Inc. (5.7%).
What the accounts hold
- Stocks53%
- Funds15%
- Registered funds13%
- Pooled vehicles2%
- Bonds9%
- State and local bonds5%
- Investment grade corporate bonds4%
- Cash8%
- Other15%
- Derivatives15%
Reported 13F holdings
- $352M
- Reported 13F value
- 42
- Positions
- 51.5%
- In the 10 largest
- +39.5%
- Value vs. prior quarter
- Micron Technology Inc.8.0%
- Nvidia Corporation7.5%
- Broadcom Inc.5.7%
- Energy Transfer L P · Com UT Ltd Ptn4.8%
- SPDR Gold TR · Gold Shs4.7%
- Palantir Technologies Inc. · CL A4.7%
- Caterpillar Inc.4.3%
- Alphabet Inc. · Cap Stk CL A4.3%
- iShares TR · MSCI Acwi EX US4.0%
- Goldman Sachs Group Inc.3.6%
Together, the ten largest are 51.5% of reported value.
How many clients does FFG Partners have?
FFG Partners has 238 clients and manages $567 million for them, as of March 2026. They include 122 individual clients, 102 high-net-worth individuals, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does FFG Partners offer?
FFG Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does FFG Partners use?
FFG Partners’ separately managed account assets are held at Folio Investments, Inc. (McLean, VA), with $548M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does FFG Partners have?
FFG Partners has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 4 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
What does FFG Partners invest in?
At the end of its last fiscal year, FFG Partners’ separately managed accounts held 53% exchange-traded equities, 15% derivatives, 13% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 5% state and local bonds, 4% investment grade corporate bonds and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns FFG Partners?
FFG Partners is owned through holding companies by Marguerite Fiori, Scott Verlangieri and Gabriel Levy. Its direct owners are Fiori Financial Group, Inc. (50% to 75%), SDV Capital, Inc. (25% to 50%), Gel Capital LLC (5% to 10%) and Abraham Arce (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does FFG Partners get paid?
FFG Partners is paid through a percentage of assets under management and fixed fees. 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
Is FFG Partners registered with the SEC?
Yes, FFG Partners has been registered with the SEC as an investment adviser since 8 December 2022. Its CRD number is 318641 and its SEC file number is 801-127015.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact FFG Partners?
FFG Partners’ main office is at 205 South East 20th St, Fort Lauderdale, FL 33316. Its phone number is 954-763-2600. Its website is fiorifg.com.