Be advised. This firm is no longer registered.

The Shobe Financial Group

The Shobe Financial Group (CRD# 114975) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $396,600,000 in 299 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810
https://www.linkedin.com/company/the-shobe-financial-group/
By the Numbers
  • Total Assets Under Management
    397
    MILLION
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $1,326,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, SC, TX

Financial Advisors at The Shobe Financial Group
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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