Frederick Allan Gray
Financial advisor at Independent Financial Group, LLC · Midland, MI
Last updated 2026-10-10
Claim your profileFrederick Allan Gray is a financial advisor at Independent Financial Group, LLC in Midland, MI, CRD 3174576. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2010-06-25.
Registration
- CRD number
- 3174576
- Registration status
- Active
- IAPD registration
- 2010-06-25
- Industry Experience
- 16 years
- Work Experience
- 10 years
- States registered
- MI
Licenses and exams
- Series 63
- Series 66
Work history
- 2016-08 to Present · Independent Financial Group · Saginaw, MI
Current employment
- Independent Financial Group, LLC · San Diego, CA
Independent Financial Group, LLC
- Regulatory AUM
- $12,925,435,801
- Registered advisors
- 481
- Offices
- 338
- Clients per advisor
- 55.4 (Low)
- Average AUM per client
- $485.3K (Low)
- High-net-worth client ratio
- 9.2% (Low)
Independent Financial Group, LLC: advisors, services and reported ETF investments
About
Frederick Allan Gray is a financial advisor at Independent Financial Group, LLC in Midland, MI. Reported securities licenses include Series 63 and Series 66. The latest record indicates 16 years of industry experience and 10 years of reported work history. Reported roles include Independent Financial Group.
SEC disclosures list additional business and community activities: (1) Thomas Township Business Association Position: Officer/director Nature: Board Member Or Officer (profit Or Non-Profit) Investment Related: No Number Of Hours: 1 Securities Trading Hours: 0 Start Date: 06/01/2004 Address: 2100 Norwood: (3) midland first united methodist position: officer/director nature: board member or officer (profit or non-profit) investment related: no number of hours: 1 securities trading hours: 0 start date: 01/01/2016 address: 315 n larkin, midland mi 48640, united states description: board of directors of midland first united methodist; Thomas township kiwanis position: officer/director nature: board member or officer (profit or non-profit) investment related: no number of hours: 15 securities trading hours: 15 start date: 10/01/2024 address: 2100 norwood, midland mi 48640, united states description: the club has a small foundation fund which is governed by the club treasurer and board of 4 at large members.
Independent Financial Group, LLC's firm-level Form ADV reports 481 advisors across 338 offices; approximately 55.4 clients per advisor, average assets per client of $485,280, and regulatory AUM of $12.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $2.8B across 712 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Frederick Allan Gray personally.
Reported ETF positions
Independent Financial Group reports 712 ETF positions worth $2.8B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $143.1M |
| IVV — iShares Core S&P 500 ETF | $91.4M |
| SPY — SPDR S&P 500 ETF TRUST | $80.5M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $53.9M |
| PAAA — PGIM AAA CLO ETF | $51.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Independent Financial Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $33.8M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $17.9M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $14M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $10.9M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Independent Financial Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
- Performance-Based Fees
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
Midland, MI
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 858-436-3180
- Website: ifgsd.com
Official record
Are you Frederick Allan Gray?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.