|
⚲
|
| Flagstone Financial Management LLC
✚
|
|
|---|---|
| CRD # | 285484 |
| SEC # | 801-108722 |
| CIK # | 0002027030, 0001968890 |
| AUM | $375.2 M (2025-06-11) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 402-413-0440 |
| Address | 5801 Hidcote Dr Ste 100 Lincoln, NE 68516 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.7 | ||
| Apple Inc | 2.5 | ||
| US Bancorp de | 1.1 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Wells Fargo & Co/MN | 0.9 | ||
| Nvidia Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 69.8 |
| (b) Individuals (high net worth individuals) | 119 | 289.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.8 |
| (h) Charitable organizations | 6 | 13.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 324 | 375.2 |
| By Discretionary | ||
| Discretionary | 324 | 375.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 324 | 375.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 375.2 | |
| Total | 324 | 375.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001968890] | |
| D | [0002027030] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Serenity Investment Advisors LLC
✚
|
IL | 0.4 |
|
Mark J Snyder Financial Services Inc
✚
|
NY | 0.4 |
|
Quad-Cities Investment Group LLC
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|
IA | 0.4 |
|
Quantum Private Wealth LLC
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|
FL | 0.4 |
|
Genesee Capital Advisors LLC
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|
NY | 0.4 |
|
Graham Bordelon Golson & Gilbert Inc
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|
LA | 0.4 |
|
MB Levis & Associates LLC
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|
PA | 0.4 |
|
Lucas Group Financial Planners Inc
✚
|
CA | 0.4 |
|
Lifesteps Financial Inc
✚
|
CA | 0.4 |
|
Carnegie Lake Advisors LLC
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|
NJ | 0.4 |