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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEBB FINANCIAL GROUP

WEBB ADVISORS INCORPORATED, CRD 106617

BLOOMINGTON, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad520ad4-6396-46a0-e215-570ce52c84ea

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Mar 30, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $397MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $377M
Private client RAUM: $397MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $132Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,896
Individual clients: 671
High net worth clients: 2
SEC number: 801-39985
CRD: 106617
Filings on the tape: 19
First filed: Mar 30, 2012
Latest filed: Mar 30, 2026
Organised: Corporation, MN
Website: webbfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID MICHAEL VERBEKE	n/a	BLOOMINGTON, MN	12	16	n/a	no
MICHAEL GEORGE BISCHOFF	Certified Financial Planner	BLOOMINGTON, MN	0	36	n/a	no
GARY SCOTT WEBB	n/a	BLOOMINGTON, MN	0	28	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BISCHOFF, MICHAEL, GEORGE	Coo	C	yes	01/2005	Mar 30, 2012	Mar 28, 2024
GREIFE, TIMOTHY, ROBERT	Cco	B	yes	07/2016	Jul 29, 2016	Mar 28, 2024
WEBB, GARY, SCOTT	Ceo	C	yes	01/2005	Mar 30, 2012	Mar 28, 2024
VERBEKE, DAVID, MICHAEL	Partner	A	no	01/2020	Apr 1, 2020	Mar 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$397M	$377M	8	4	0	n/a	n/a
2024	Mar 28, 2025	$371M	$353M	8	4	0	n/a	n/a
2023	Mar 28, 2024	$316M	$302M	7	4	0	n/a	n/a
2022	Mar 31, 2023	$295M	$275M	7	4	0	n/a	n/a
2021	Mar 31, 2022	$321M	$292M	7	4	0	n/a	n/a
2020	Mar 31, 2021	$290M	$255M	6	4	0	n/a	n/a
2019	Apr 1, 2020	$251M	$221M	6	4	0	n/a	n/a
2018	Mar 14, 2019	$197M	$175M	7	4	0	n/a	n/a
2017	Mar 13, 2018	$196M	$177M	6	4	0	n/a	n/a
2016	Mar 27, 2017	$192M	$172M	7	4	n/a	n/a	n/a
2015	Mar 3, 2016	$156M	$156M	7	4	n/a	n/a	n/a
2014	Mar 31, 2015	$227M	$227M	6	4	n/a	n/a	n/a
2013	Feb 12, 2014	$128M	$128M	5	4	n/a	n/a	n/a
2012	Mar 8, 2013	$130M	$130M	4	3	n/a	n/a	n/a
2011	Mar 30, 2012	$115M	$115M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$397M	$371M	7.0%	$295M	10.4%	8	8	0	0

Relationships

Registered with (3)

← MICHAEL GEORGE BISCHOFFAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← GARY SCOTT WEBBAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← DAVID MICHAEL VERBEKEAdvisorregistration: current employment
Jan 13, 2014 to presentfactForm ADV

Controls (3)

← BISCHOFF, MICHAEL, GEORGEOwnerCOO, ownership code C, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV
← WEBB, GARY, SCOTTOwnerCEO, ownership code C, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV
← GREIFE, TIMOTHY, ROBERTOwnerCCO, ownership code B, individual
Jul 29, 2016 to Mar 28, 2024factForm ADV

Owns (1)

← VERBEKE, DAVID, MICHAELOwnerPARTNER, ownership code A, individual
Apr 1, 2020 to Mar 28, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad520ad4-6396-46a0-e215-570ce52c84ea
First observed: Mar 30, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEBB FINANCIAL GROUP

WEBB ADVISORS INCORPORATED, CRD 106617

BLOOMINGTON, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ad520ad4-6396-46a0-e215-570ce52c84ea

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID MICHAEL VERBEKE

n/a

BLOOMINGTON, MN

n/a

MICHAEL GEORGE BISCHOFF

Certified Financial Planner

BLOOMINGTON, MN

n/a

GARY SCOTT WEBB

n/a

BLOOMINGTON, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BISCHOFF, MICHAEL, GEORGE

Coo

yes

01/2005

Mar 30, 2012

Mar 28, 2024

GREIFE, TIMOTHY, ROBERT

Cco

yes

07/2016

Jul 29, 2016

Mar 28, 2024

WEBB, GARY, SCOTT

Ceo

yes

01/2005

Mar 30, 2012

Mar 28, 2024

VERBEKE, DAVID, MICHAEL

Partner

01/2020

Apr 1, 2020

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$397M

$377M

n/a

2024

Mar 28, 2025

$371M

$353M

n/a

2023

Mar 28, 2024

$316M

$302M

n/a

2022

Mar 31, 2023

$295M

$275M

n/a

2021

Mar 31, 2022

$321M

$292M

n/a

2020

Mar 31, 2021

$290M

$255M

n/a

2019

Apr 1, 2020

$251M

$221M

n/a

2018

Mar 14, 2019

$197M

$175M

n/a

2017

Mar 13, 2018

$196M

$177M

n/a

2016

Mar 27, 2017

$192M

$172M

n/a

2015

Mar 3, 2016

$156M

n/a

2014

Mar 31, 2015

$227M

n/a

2013

Feb 12, 2014

$128M

n/a

2012

Mar 8, 2013

$130M

n/a

2011

Mar 30, 2012

$115M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$397M

$371M

7.0%

$295M

10.4%