Ffg Partners, Llc
- Regulatory AUM
- $567M
- Discretionary
- $565M
- Clients
- 238
- Avg AUM / client
- $2.4M
- Accounts
- 675
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 122 | $44.4M | 7.82% |
| High net worth individuals | 102 | $488M | 86.0% |
| Pension and profit sharing plans | 12 | $23.8M | 4.2% |
| Charitable organizations | 2 | $11.4M | 2.01% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marguerite Maria Panico Fiori | Manager | Jan 2006 (21y) | ≈ 37.5% – 75% via Fiori Financial Group, Inc. | |
| Scott David Verlangieri | Manager | Jul 2010 (16y) | ≈ 18.75% – 50% via Sdv Capital, Inc. | |
| Gabriel Ethan Levy | Manager | CFA | Mar 2018 (8y) | ≈ 3.75% – 10% via Gel Capital Llc |
| Abraham Blas Arce | Cco | Aug 2021 (5y) | ≈ 0% – 5% via Aba Capital Llc | |
| Leslie Vigil | Registered representative | Dec 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fiori Financial Group, Inc. | Member | Jan 2023 | A | 50% – 75% |
| Sdv Capital, Inc. | Member | Jan 2023 | A | 25% – 50% |
| Gel Capital Llc | Member | Jan 2023 | A | 5% – 10% |
| Aba Capital Llc | Member | Jan 2023 | A | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Marguerite Maria Panico Fiori: 75% – 100% of Fiori Financial Group, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Scott David Verlangieri: 75% – 100% of Sdv Capital, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Gabriel Ethan Levy: 75% – 100% of Gel Capital Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Abraham Blas Arce: 75% – 100% of Aba Capital Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 946 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Folio Investments, Inc. $548M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗