Financial Network Specialists LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 4, 2026, reports $130M in regulatory assets under management, 1 employee, and 141 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
36
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of February 4, 2026
Discretionary83.8%
$109M
84% of total RAUM83.8%
Non-discretionary16.2%
$21M
16% of total RAUM16.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$130M
Total Accounts141
10Y AUM Change+$15M (+12.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.