OWINGS MILLS, MDCRD 111016Latest ADV February 16, 2026
American Financial Management, Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Owings Mills, MD. Its latest Form ADV filing, dated February 16, 2026, reports $32M in regulatory assets under management, 2 employees, 1 office, and 155 accounts.
Assets Under Management
$32M
Employees
2
Offices
1 office
Total Clients
124
Primary office
OWINGS MILLS, MD
211 OWINGS GATE CT, SUITE 302, OWINGS MILLS, MD, United States
Top client segmentIndividuals represent 96.0% of total clients.
Top client categories% of clientsClients
1
Individuals
96.0%
119
2
HNWI
4.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$32Mas of February 16, 2026
Discretionary100.0%
$32M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$32M
Total Accounts155
10Y AUM Change$-44M (-58.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee62:1
10Y Employee Change-3 (-60.0%)
* 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.