Financial Management Advisors, Inc.

RIASEC RegisteredEst. 2021

Total AUM

$150M

Discretionary

$80.6M

54% of AUM

Avg account

$286K

Accounts

525

Employees

Advisory reps

Firm details

Headquarters: Tullahoma, Tennessee
CRD number: 117442
Registered since: November 29, 2021
Website: www.financialmanagementadvisors.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans46.23%
HNWI40.76%
Individuals13.01%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Financial Management Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm has been SEC-registered since 2021 and serves both individual/family and institutional clients. Its core advisory services are financial planning and portfolio management for individuals and small businesses. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm is not classified as a capital allocator and does not identify as an active ESG investor. It operates as a single-state adviser rather than a multi-state firm.