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| Financial Management Inc
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|
|---|---|
| CRD # | 108350 |
| SEC # | 801-126707 |
| CIK # | 0001728896, 0001632554, 0001428242, 0000789307, 0001051042, 0002131759, 0001142031, 0001704609, 0002062515, 0002143070 |
| AUM | $224.5 M (2026-04-24) |
| Employees | 6 (83% Investors, 17% Brokers) |
| Phone | 501-227-7400 |
| Address | 4007 N Rodney Parham Road Little Rock, AR 72212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 31.1 |
| (b) Individuals (high net worth individuals) | 26 | 65.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 93.1 |
| (h) Charitable organizations | 8 | 25.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 392 | 224.5 |
| By Discretionary | ||
| Discretionary | 385 | 223.9 |
| Non-Discretionary | 7 | 0.6 |
| Total | 392 | 224.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.5 | |
| Total | 392 | 224.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000789307] | |
| 13F-HR | [0001051042] | |
| SC 13G | [0001051042] | |
| 13F-HR | [0001142031] | |
| SC 13G | [0001142031] | |
| 13F-HR | [0001428242] | |
| 13F-HR | [0001632554] | |
| D | [0001704609] | |
| 3 | [0001728896] | |
| D | [0002062515] | |
| 13F-HR | [0002131759] | |
| 13F-HR | [0002143070] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Liberty Energy Inc. | |
| Concentric Equity Partners II, L.P. - Liberty Series | |
| Cep-Fic GP LP | |
| Financial Investments Corp |
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