{"url":"https://nivawealth.com/firms/ffg-partners-318641","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/318641","regulatoryAum":567365373,"crd":"318641","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6603427","suffix":null,"lastName":"Arce","firstName":"Abraham","middleName":"Blas"},{"crd":"2968685","suffix":null,"lastName":"Fiori","firstName":"Marguerite","middleName":"Maria 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million.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025487","versionId":1025487,"submittedOn":"2026-03-25","documentName":"FIORI FINANCIAL GROUP FORM ADV PART 2 BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T11:10:31.44643+00:00","documents":[{"name":"FIORI FINANCIAL GROUP FORM ADV PART 2 BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025487","versionId":1025487,"submittedOn":"2026-03-25"}]},"custodians":[{"name":"Folio Investments, Inc.","shortName":"Folio Investments","location":"McLean, VA","smaAssets":548249825}],"custodyNote":"FFG Partners has custody of $54.6M in client assets for 19 clients.","leadership":[{"name":"Abraham Arce","title":"CCO","crd":"6603427"},{"name":"Marguerite Fiori","title":"Manager","crd":"2968685"},{"name":"Gabriel 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person, since August 2021.","parent":"Aba Capital LLC"},{"label":"Gabriel Levy","detail":"Indirect owner: a manager of Gel Capital LLC in the 75% or more band and a control person, since March 2018.","parent":"Gel Capital LLC"}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"205 South East 20th St","city":"Fort Lauderdale","headquarters":true}]}],"brochureServices":["insurance"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"954-763-2600","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":53},{"label":"U.S. state and local bonds","percent":5},{"label":"Investment grade corporate bonds","percent":4},{"label":"Derivatives","percent":15},{"label":"Securities issued by registered investment companies or business development companies","percent":13},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":0},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/318641/PDF/318641.pdf","brochureDate":"25 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025487","iapdCompiledDate":null,"retrievedDate":"15 October 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does FFG Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does FFG Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does FFG Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does FFG Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns FFG Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does FFG Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is FFG Partners registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact FFG Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/ffg-partners-318641/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-09","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2045972/000204597226000004/0002045972-26-000004-index.html","totalValue":352422203,"positionCount":42,"top10Share":0.5149626909289822,"top10":[{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":28237131,"shares":24462,"shareType":"SH","priorValue":9732232,"priorShares":28807},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":26584027,"shares":132860,"shareType":"SH","priorValue":24260717,"priorShares":139109},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":19934891,"shares":52772,"shareType":"SH","priorValue":16505485,"priorShares":53327},{"issuer":"ENERGY 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}