{"url":"https://nivawealth.com/firms/webb-advisors-106617","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106617","regulatoryAum":397200000,"crd":"106617","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2038944","suffix":null,"lastName":"BISCHOFF","firstName":"MICHAEL","middleName":"GEORGE"},{"crd":"5818813","suffix":null,"lastName":"VERBEKE","firstName":"DAVID","middleName":"MICHAEL"},{"crd":"4912937","suffix":null,"lastName":"WEBB","firstName":"GARY","middleName":"SCOTT"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":290207000,"clients":587,"employees":6,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":320500000,"clients":615,"employees":7,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":295141000,"clients":664,"employees":7,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":315997428,"clients":639,"employees":7,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":371209000,"clients":664,"employees":8,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":397200000,"clients":673,"employees":8,"offices":1}],"secFileNumber":"801-39985","legalName":"Webb Advisors Incorporated","displayName":"Webb Advisors","slug":"webb-advisors-106617","website":"https://webbfinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Minnesota corporation","fiscalYearEnd":"December","headquarters":{"street":"8120 Penn Avenue South, Suite 177","city":"Bloomington","state":"MN","stateName":"Minnesota","country":"United States","postalCode":"55431"},"tradeNames":["Webb Financial Group"],"registration":{"secApproved":"17 September 1991","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":590193.1649331353,"staff":{"employees":8,"advisory":4,"brokerDealerReps":0,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":397200000,"discretionary":377336000,"discretionaryAccounts":1793,"nonDiscretionary":19864000,"nonDiscretionaryAccounts":103,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":671,"regulatoryAum":373656000},{"label":"High-net-worth individuals","clients":2,"regulatoryAum":23544000}],"feePrograms":[{"role":"main","program":"Investment Advisory Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032526","versionId":1032526,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-30","documentName":"WEBB FINANCIAL FORM ADV 2A JANUARY 2022","fee_rate_low":0.5,"fee_rate_high":1.4,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning: hourly","summary":"Hourly financial planning is billed at $150 to $500 an hour, as invoiced for time spent monthly.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032526","versionId":1032526,"submittedOn":"2026-03-30","documentName":"WEBB FINANCIAL FORM ADV 2A JANUARY 2022"},{"role":"other","program":"Financial planning: open retainer","summary":"Open retainer financial planning fees range from $1,500 to $25,000 annually, payable quarterly from signing, with the balance due at presentation of the plan.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032526","versionId":1032526,"submittedOn":"2026-03-30","documentName":"WEBB FINANCIAL FORM ADV 2A JANUARY 2022"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:12:28.971723+00:00","documents":[{"name":"WEBB FINANCIAL FORM ADV 2A JANUARY 2022","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032526","versionId":1032526,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Fransisco, CA","smaAssets":119233162},{"name":"Fidelity Distributors Company LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":61608301}],"custodyNote":"Webb Advisors does not have custody of client assets.","leadership":[{"name":"Michael Bischoff","title":"COO","crd":"2038944"},{"name":"Timothy Greife","title":"CCO","crd":"6128118"},{"name":"David Verbeke","title":"Partner","crd":"5818813"}],"ownership":[{"label":"Michael Bischoff","detail":"Coo in the 50% to 75% ownership band and a control person, since January 2005."},{"label":"Timothy Greife","detail":"Cco in the 25% to 50% ownership band and a control person, since July 2016."},{"label":"David Verbeke","detail":"Partner in the 10% to 25% ownership band, since January 2020."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Minnesota","offices":1,"addresses":[{"street":"8120 Penn Avenue South, Suite 177","city":"Bloomington","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"952-837-3200","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Educational seminars/workshops"],"financialPlanningClients":"500","assetMix":[{"label":"Exchange-traded equity securities","percent":12},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":67},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":15,"detail":"Structured Notes"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/106617/PDF/106617.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032526","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Webb Advisors have?","answer":"Webb Advisors has 673 clients and manages $397 million for them, as of March 2026. They include 671 individual clients and 2 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Webb Advisors offer?","answer":"Webb Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Webb Advisors charge?","answer":"Webb Advisors charges 0.50%–1.40% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.","source":"WEBB FINANCIAL FORM ADV 2A JANUARY 2022, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Webb Advisors use?","answer":"Webb Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransisco, CA), with $119M and Fidelity Distributors Company LLC (Boston, MA), with $61.6M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Webb Advisors have?","answer":"Webb Advisors has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 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 Webb Advisors invest in?","answer":"At the end of its last fiscal year, Webb Advisors’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 15% other, 12% exchange-traded equities, 5% cash and equivalents and 1% state and local bonds. The 15% other category is described as: Structured Notes.","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 Webb Advisors?","answer":"Webb Advisors’ direct owners are Michael Bischoff (50% to 75%), Timothy Greife (25% to 50%) and David Verbeke (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Webb Advisors get paid?","answer":"Webb Advisors 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Webb Advisors registered with the SEC?","answer":"Yes, Webb Advisors has been registered with the SEC as an investment adviser since 17 September 1991. Its CRD number is 106617 and its SEC file number is 801-39985.","source":"Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Webb Advisors?","answer":"Webb Advisors’ main office is at 8120 Penn Avenue South, Suite 177, Bloomington, MN 55431. Its phone number is 952-837-3200. Its website is webbfinancial.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}