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SUTTON FINANCIAL GROUP
SUTTON, SCOTT EDMOND
CRD 307351
2075 COLUMBIANA ROAD, SUITE 1, BIRMINGHAM, AL, 35216, United States
Phone
205-540-1119
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.5M
Discretionary AUM
$27.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $11.9M |
| High net worth individuals | 10 | $15.3M |
| Pension/profit sharing plans | 13 | $48.3M |
Official SEC filing: View on IAPD