TULLAHOMA, TNCRD 117442Latest ADV February 24, 2026
Financial Management Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Tullahoma, TN. Its latest Form ADV filing, dated February 24, 2026, reports $150M in regulatory assets under management, 1 employee, and 525 accounts.
Assets Under Management
$150M
Employees
1
Offices
--
Total Clients
525
Primary office
TULLAHOMA, TN
115 N. JACKSON STREET, TULLAHOMA, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.0% of total clients.
Top client categories% of clientsClients
1
Individuals
93.0%
488
2
HNWI
6.1%
32
3
Pension Plans
1.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$150Mas of February 24, 2026
Discretionary53.8%
$81M
54% of total RAUM53.8%
Non-discretionary46.2%
$69M
46% of total RAUM46.2%
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$150M
Total Accounts525
10Y AUM Change+$49M (+48.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee525:1
10Y Employee Change-1 (-50.0%)
* 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.