SB Financial Group
- Company typePublic
- Founded1994
- HeadquartersMorrisville, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
SB Financial Group firmographics
Firmographics- Name
- SB Financial Group
- Legal name
- SB Financial Group, LLC
- Website
- https://sbfgnc.com
- Company type
- Public
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
SB Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
Keywords
Where SB Financial Group is headquartered
LocationHeadquarters
- HQ city
- Morrisville
- HQ country
- United States
- HQ region
- North America
Markets served
SB Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Distribution channels2 records
Marketing channels3 records
SB Financial Group product offering
Product offeringCore offering
SB Financial Group, LLC is an independent financial advisory firm that provides comprehensive financial planning, retirement planning, investment management, insurance planning, and estate planning services to individuals and families. The firm operates through Geneos Wealth Management, Inc. (Member FINRA/SIPC) and offers investment vehicles including mutual funds, stocks, bonds, 529 College Savings Plans, variable annuities, and a range of retirement accounts (Traditional/Roth IRAs, SEP/SIMPLE IRAs, 401(k)/457/403(b) plans).
Product overview
SB Financial Group, LLC operates as an independent financial services firm offering a comprehensive suite of advisory services. The firm provides financial planning, retirement planning, investment management, insurance planning, and estate planning services through a consultative approach. Services include management of investment vehicles such as mutual funds, stocks, bonds, and annuities, as well as retirement accounts including IRAs, 401(k) plans, and SEP/SIMPLE IRAs. The firm also offers insurance needs assessment and estate planning services. The offering represents a multi-service advisory practice rather than a unified software platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Services
Quantifiable outcome
- Q1 2026 net income of $4.3 million, up 99.1% year-over-year
- +5 more outcomes
Companies that use SB Financial Group
Customer profileSegments1 record
Ideal customer profiles1 record
SB Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
SB Financial Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- New market expansion — Angola, Indiana and Napoleon, Ohiogrowth initiativeManagement expressed optimism about new market entries in Angola, Indiana and Napoleon, Ohio as growth opportunities, representing geographic expansion into adjacent markets.
Scale indicators11 records
Recent moves4 records
Expansion highlights1 record
SB Financial Group competitors and assessment
Company assessmentBroad incumbents
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent RIAs and financial advisors with custody, compliance, and practice management. Comparable to SB Financial Group, LLC because LPL-affiliated practices operate the same outsourced-platform, fee-based advisory business model for individual clients.
- Focus Financial Partners: Partnership model acquiring and supporting independent RIAs and wealth management firms. Comparable to SB Financial Group, LLC as a potential roll-up acquirer of small independent advisory practices with comprehensive household planning offerings.
- Cetera Financial Group: Independent broker-dealer and RIA platform serving independent financial advisors across financial planning, retirement, and wealth management. Directly comparable to SB Financial Group, LLC's BD-affiliated independent advisory model.
- Edelman Financial Engines: Large national RIA providing financial planning, investment management, and retirement services to individuals and households. Comparable to SB Financial Group, LLC as a household-focused advisory firm delivering integrated planning and investment services.
- Commonwealth Financial Network: Independent broker-dealer and RIA custodian supporting independent financial advisors with planning, retirement, and wealth management offerings. Directly comparable to SB Financial Group, LLC's outsourced-platform model serving individual households with comprehensive planning.
- Carson Group: Wealth management firm supporting independent advisors and serving individual clients with financial planning, retirement, and investment services. Comparable to SB Financial Group, LLC's independent-advisor model and full-lifecycle household planning focus.
- Cambridge Investment Research: Large independent broker-dealer supporting independent financial advisors in delivering financial planning, retirement, and investment advisory services. Comparable to SB Financial Group, LLC as both rely on a third-party BD/custodian to deliver comprehensive household-level planning.
- Creative Planning: Large independent RIA providing comprehensive financial planning, retirement, tax, estate, and investment management to individuals nationwide. Comparable to SB Financial Group, LLC in offering an integrated, multi-service household advisory practice.
Direct peers
- Geneos Wealth Management: Independent broker-dealer and RIA platform through which SB Financial Group, LLC offers securities and advisory services. Directly comparable because it operates the same independent-advisor-affiliation model in financial planning, retirement, and investment advisory services.
- Mariner Wealth Advisors: National RIA offering comprehensive financial planning, retirement, investment management, and estate planning to high-net-worth individuals. Comparable to SB Financial Group, LLC as a full-service advisory firm targeting households with bundled planning and wealth services.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights4 records
Customer concentration
SB Financial Group social profiles
Digital presenceSB Financial Group compliance and trust
Trust signalCompliance2 records
SB Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
SB Financial Group leadership team
Management profileNumber of profiles
Profiles2 records
SB Financial Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
SB Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SB Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SB Financial Group
What does SB Financial Group do?
SB Financial Group, LLC is an independent financial advisory firm that provides comprehensive financial planning, retirement planning, investment management, insurance planning, and estate planning services to individuals and families. The firm operates through Geneos Wealth Management, Inc. (Member FINRA/SIPC) and offers investment vehicles including mutual funds, stocks, bonds, 529 College Savings Plans, variable annuities, and a range of retirement accounts (Traditional/Roth IRAs, SEP/SIMPLE IRAs, 401(k)/457/403(b) plans).
Is SB Financial Group a public or private company?
SB Financial Group is a public company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SB Financial Group founded?
SB Financial Group was founded in 1994. It employs 1 to 10 people.
Where is SB Financial Group based?
SB Financial Group is headquartered in Morrisville, United States, in the North America region.
Who are SB Financial Group's main competitors?
Broad incumbents on record are LPL Financial, Focus Financial Partners, Cetera Financial Group, Edelman Financial Engines, Commonwealth Financial Network, Carson Group, Cambridge Investment Research and Creative Planning. Direct peers are Geneos Wealth Management and Mariner Wealth Advisors.
Does SB Financial Group have an API?
No public API is recorded for SB Financial Group.
What industry is SB Financial Group in?
SB Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 523940 and its SIC code is 6282.