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Scott M. Svoboda

Farther

San Francisco, CA

Hoffman Estates, IL

CRD 6785616

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-06
IL RA APPROVED 2026-04-02
  • TX RA
    APPROVED_RES
    Since 2026-04-06
  • IL RA
    APPROVED
    Since 2026-04-02

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

5400 Prairie Stone Parkway, Hoffman Estates, IL 60192 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Fund Management, Llc Dba Tru Financial Strategies The Villages FL 04/2017 04/2026
Svoboda Financial Group, Inc. Elgin IL 10/2015 Present
Farther Hoffman Estates IL 04/2026 Present
  • 04/2017 → 04/2026
    Royal Fund Management, Llc Dba Tru Financial Strategies
    The Villages, FL
  • 10/2015 → Present
    Svoboda Financial Group, Inc.
    Elgin, IL
  • 04/2026 → Present
    Hoffman Estates, IL
Previous Registrations
Other Businesses

(1) October 2015 - Svoboda Financial Group, Inc.; 1360 N. Lyle Avenue, Elgin, IL 60123; Investment Related; Independent Insurance Agency; President; 100 hours / month, (50 hours / month during trading hours); Duties: Life and Health Licensed Insurance Agent with focus on Fixed Annuities, Medicare Supplements, Life Insurance, Long Term Care (2) March 2022 - Svoboda Wealth Management, Inc.; President; 1360 N. Lyle Avenue, Elgin, IL 60123; Non- Investment Related; Business Name for Advising Income for DBA Tru Financial Strategies Tax purposes only

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-10
  • S65 Uniform Investment Adviser Law Examination
    2017-04-10

View on SEC IAPD

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