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Northfort Financial, LLC

● SEC registered since 2026CRD 143916SEC# 801-135600
Export (members)
Reg. AUM
$118.6M
Employees
4
Accounts
929
Location

Northfort Financial, LLC assets under management

Northfort Financial, LLC is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $118.6 million in regulatory assets under management and employs 4 people.

Northfort Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kyler Scott BairdMinority Owner10-25%2026
Patrick John Briskey ControlOwner/Operator/Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Northfort Financial, LLC manage?

Northfort Financial, LLC reports $118.6 million in regulatory assets under management on its Form ADV.

How many employees does Northfort Financial, LLC have?

Northfort Financial, LLC reports 4 employees.

Does Northfort Financial, LLC disclose fund performance?

Northfort Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone419-636-2020
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.6M
Non-discretionary$0
Total (RAUM)$118.6M