Fmi is an SEC registered investment adviser organized as a corporation with a primary office location in Ardmore, OK. Its latest Form ADV filing, dated April 6, 2026, reports $318M in regulatory assets under management, 5 employees, and 1,400 accounts.
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 85.1% of total clients.
Top client categories% of clientsClients
1
Individuals
85.1%
610
2
HNWI
11.2%
80
3
Corporations
3.2%
23
4
Charitable
0.6%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$318Mas of April 6, 2026
Discretionary100.0%
$318M
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$318M
Total Accounts1,400
10Y AUM Change+$218M (+218.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee143:1
10Y Employee Change+2 (+66.7%)
* 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.