Overview
Assets Under Management: $150 million
Headquarters: TULLAHOMA, TN
High-Net-Worth Clients: 32
Average Client Assets: $1.9 million
Frequently Asked Questions
FINANCIAL MANAGEMENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117442), FINANCIAL MANAGEMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
FINANCIAL MANAGEMENT ADVISORS, INC. is headquartered in TULLAHOMA, TN.
FINANCIAL MANAGEMENT ADVISORS, INC. serves 32 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL MANAGEMENT ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL MANAGEMENT ADVISORS, INC. manages $150 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, FINANCIAL MANAGEMENT ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.76%
Average Client Assets: $1.9 million
Total Client Accounts: 525
Discretionary Accounts: 520
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 117442
Filing ID: 2056197
Last Filing Date: 2026-02-24 13:17:03