Silver Grove Financial Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Silver Grove Financial Group reports 2,150 clients. They include 2,083 individual clients, 63 high-net-worth individuals, and 4 corporations and other businesses. Of its assets, 100.0% ($454M across 2,969 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 20 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 97% | 70% |
| High-net-worth individuals | 3% | 29% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,083 | $320M | 70.5% | $153K |
| High-net-worth individuals | 63 | $132M | 29.1% | $2.09M |
| Corporations and other businesses | Fewer than 5 | $2.16M | 0.5% | $540K |
| Total | 2,150 | $454M | 100% | — |
- Clients
- 2,083
- Regulatory AUM
- $320M
- AUM share
- 70.5%
- Avg. per client
- $153K
- Clients
- 63
- Regulatory AUM
- $132M
- AUM share
- 29.1%
- Avg. per client
- $2.09M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.16M
- AUM share
- 0.5%
- Avg. per client
- $540K
Total
- Clients
- 2,150
- Regulatory AUM
- $454M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 20
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Silver Grove Financial Group charges up to 2.00% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Hourly from $0 up to $500 per hour, or a fixed engagement fee from $0 up to $25,000; an estimate is given before engaging.
Jason Weber owns 50% to 75% of Silver Grove Financial Group. The leadership team of Silver Grove Financial Group includes President Ryan Seufert. It has 17 employees.
Staff
- 17 employees
- 17 in advisory functions
- 17 state-registered reps
- 10 broker-dealer reps
- 14 insurance agents
- Owns 50% to 75% of Silver Grove Financial Group, Inc.
Jason Weber
Control person · since January 2017
- Owns 50% to 75% of Silver Grove Financial Group, Inc.
Ryan Seufert
Control person · since January 2017
Silver Grove Financial Group’s regulatory assets grew 2.7× from $167M (July 2021) to $454M (August 2026); clients rose from 1,511 to 2,150 and employees from 14 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $454M | 2,150 | 17 | 11 |
| May 2025May 2025 | $327M | 1,930 | 15 | 10 |
| Jul 2024July 2024 | $256M | 1,775 | 15 | 9 |
| Apr 2023April 2023 | $235M | 1,994 | 14 | 9 |
| Apr 2022April 2022 | $239M | 1,784 | 14 | 10 |
| Jul 2021July 2021 | $167M | 1,511 | 14 | 9 |
Besides its headquarters, Silver Grove Financial Group has 10 offices, with 11 listed addresses across 2 states.
New York · 10 listed addresses
- 400 Sterling Drive, Orchard ParkHQ
- 19 South Long Street, Williamsville
- 342 Route 39, Arcade
- 2821 Wehrle DR., Williamsville
- 4500 Southwestern BLVD., Hamburg
- 5500 Main Street, Williamsville
- 3200 Niagara Falls BLVD, N Tonawanda
- 8469 Sheridan Drive, Williamsville
- 116 Kiwassa Road, Saranac Lake
- 6430 Transit Road, Depew
Texas · 1 listed address
- 3379 Bellcrest Way, Celina
Contact and registration details
- Legal name
- Silver Grove Financial Group, Inc.
- Headquarters
- 400 Sterling Drive, Orchard Park, NY 14127
- Website
- silvergrovegroup.com
- Phone
- 716-800-4291
- @3533678
- SEC file
- 801-110045
- Structure
- New York corporation
- Fiscal year end
- December
Silver Grove Financial Group’s named custodians for separately managed accounts are Charles Schwab ($253M, 64%), Broadridge Business Process Outsourcing ($80.7M, 20%) and LPL Financial ($63.8M, 16%). Silver Grove Financial Group does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $63.8M16%
- Broadridge Business Process OutsourcingBroadridge Business Process Outsourcing, LLC · Edgewood, NY · $80.7M20%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $253M64%
At year end, Silver Grove Financial Group’s separately managed accounts were mostly in funds (73%) and stocks (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $185M across 2,450 positions; the largest are Northern Lts FD TR IV (6.3%), Vanguard Index Fds (4.7%) and iShares TR (3.1%).
What the accounts hold
- Stocks20%
- Funds73%
- Bonds1%
- Cash5%
- Other1%
- Variable annuity, loans, limited partnership1%
How many clients does Silver Grove Financial Group have?
Silver Grove Financial Group has 2,150 clients and manages $454 million for them, as of August 2026. They include 2,083 individual clients, 63 high-net-worth individuals, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026
What services does Silver Grove Financial Group offer?
Silver Grove Financial Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Silver Grove Financial Group charge?
Silver Grove Financial Group charges up to 2.00% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Source: SILVER GROVE ADVISORY SERVICES - FORM ADV PART 2A, filed 14 October 2026
Which custodians does Silver Grove Financial Group use?
Silver Grove Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $253M, Broadridge Business Process Outsourcing, LLC (Edgewood, NY), with $80.7M and LPL Financial LLC (Boston, MA), with $63.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026
How many financial advisors does Silver Grove Financial Group have?
Silver Grove Financial Group has 17 investment adviser representatives registered with state securities authorities, out of 17 employees, and 17 perform investment advisory functions. 10 employees are registered representatives of a broker-dealer and 14 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 Silver Grove Financial Group invest in?
At the end of its last fiscal year, Silver Grove Financial Group’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 5% cash and equivalents, 1% state and local bonds and 1% other. The 1% other category is described as: Variable Annuity, Loans, Limited Partnership.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Silver Grove Financial Group?
Silver Grove Financial Group’s direct owners are Jason Weber (50% to 75%) and Ryan Seufert (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 August 2026
How does Silver Grove Financial Group get paid?
Silver Grove Financial Group is paid through a percentage of assets under management, hourly charges 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
How do I contact Silver Grove Financial Group?
Silver Grove Financial Group’s main office is at 400 Sterling Drive, Orchard Park, NY 14127. Its phone number is 716-800-4291. Its website is silvergrovegroup.com.
