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Flagstone Financial Management, LLC

● SEC registered since 2016CRD 285484SEC# 801-108722Lincoln, NE
Export (members)
Reg. AUM
$375.2M
Employees
10
Accounts
324
Location
Lincoln, NE

Flagstone Financial Management, LLC assets under management

Flagstone Financial Management, LLC is an SEC-registered investment adviser based in Lincoln, NE. The firm has been registered since 2016. It reports $375.2 million in regulatory assets under management and employs 10 people.
www.facebook.com/flagstonefmView on SEC.gov ↗

Flagstone Financial Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Flagstone Holdings, Inc. ControlDirect Owner - Holding CompanyOver 75%2016
Michael Tate Johnson ControlChief Compliance Officer And Managing MemberUnder 5%2016
Michael Tate Johnson ControlPresidentOver 75%2010

Frequently asked questions

How much does Flagstone Financial Management, LLC manage?

Flagstone Financial Management, LLC reports $375.2 million in regulatory assets under management on its Form ADV.

How many employees does Flagstone Financial Management, LLC have?

Flagstone Financial Management, LLC reports 10 employees.

Where is Flagstone Financial Management, LLC located?

Flagstone Financial Management, LLC is based in Lincoln, NE and has been SEC-registered since 2016.

Does Flagstone Financial Management, LLC disclose fund performance?

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

Contact & registration

Address5801 Hidcote Dr. Ste 100, Lincoln, NE 68516
Phone402-413-0440
Fax402-413-0438
Office hours8:00 a.m. To 4:30 p.m.
SEC regionDenver Regional Office (DRO)
CIK1968890
Discloses disciplinary historyNo

Assets under management

Discretionary$375.2M
Non-discretionary$0
Total (RAUM)$375.2M