PPrivate Fund Data Log in Join · $37/mo

Financial Management, Inc.

● SEC registered since 2022CRD 108350SEC# 801-126707Little Rock, AR
Export (members)
Reg. AUM
$181.2M
Employees
6
Accounts
356
Location
Little Rock, AR

Financial Management, Inc. assets under management

Financial Management, Inc. operates as an SEC-registered investment adviser based in Little Rock, AR. The firm has been registered since 2022. It reports $181.2 million in regulatory assets under management and employs 6 people.
www.fmioffice.comView on SEC.gov ↗

Financial Management, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Crews Core Holding Company ControlShareholderOver 75%2022
Damon Christian Meyer ControlChief Executive OfficerUnder 5%2024
Harold Franklin Grubbs ControlPresident/ CioUnder 5%1986
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Financial Management, Inc. manage?

Financial Management, Inc. reports $181.2 million in regulatory assets under management on its Form ADV.

How many employees does Financial Management, Inc. have?

Financial Management, Inc. reports 6 employees.

Where is Financial Management, Inc. located?

Financial Management, Inc. is based in Little Rock, AR and has been SEC-registered since 2022.

Does Financial Management, Inc. disclose fund performance?

Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address521 President Clinton Avenue, Suite 800, Little Rock, AR 72201
Phone501-227-7400
Fax501-227-9422
Office hours8:00 a.m. To 4:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$180.6M
Non-discretionary$538K
Total (RAUM)$181.2M