G5 FINANCIAL GROUP RIA, LLC
SEC file number 801-72363
· GREENWOOD VILLAGE, CO
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$130.8M
Discretionary AUM
$130.8M
Employees
3
Clients
400
Firm
- Address
- 5445 DTC PARKWAY
GREENWOOD VILLAGE, CO 80111 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- RCB Financial Corp Medium name-match confidence · CIK 1871178 · GA
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
- Gator Financial Partners, LLC Medium name-match confidence · CIK 1471673 · FL
- GBank Financial Holdings Inc. Medium name-match confidence · CIK 1791145 · NV
- Raise Financial Inc. Medium name-match confidence · CIK 2146225 · TN
- Range Financial Corp Medium name-match confidence · CIK 2072545 · MI
- GenOpp Financial Fund LP Medium name-match confidence · CIK 1830997 · IN
- BNH Financial Medium name-match confidence · CIK 1886472 · NH
- ENB Financial Corp Medium name-match confidence · CIK 1437479 · PA
- HBT Financial, Inc. Medium name-match confidence · CIK 775215 · IL
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Gator Financial Partners, LLC · D/A · Sep 16, 2026
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GenOpp Financial Fund LP · D/A · Sep 3, 2026
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RCB Financial Corp · D · Jul 21, 2026$15M
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Raise Financial Inc. · D · Jul 17, 2026$2M
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HBT Financial, Inc. · D · Apr 9, 2026$85M
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BNH Financial · D · Apr 3, 2026$40M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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GBank Financial Holdings Inc. · D · Jan 23, 2026$11M
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ENB Financial Corp · D · Dec 22, 2025$42.5M
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GenOpp Financial Fund LP · D/A · Sep 17, 2025
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Gator Financial Partners, LLC · D/A · Sep 15, 2025
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F&M FINANCIAL CORP · D · Jul 16, 2025$60M
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Range Financial Corp · D · Jun 12, 2025$10M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025