MELBOURNE, FLCRD 144473Latest ADV February 13, 2026
Flavin Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Melbourne, FL. Its latest Form ADV filing, dated February 13, 2026, reports $205M in regulatory assets under management, 4 employees, and 459 accounts.
Assets Under Management
$205M
Employees
4
Offices
--
Total Clients
182
Primary office
MELBOURNE, FL
2200 S. BABCOCK STREET, MELBOURNE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.7% of total clients.
Top client categories% of clientsClients
1
Individuals
68.7%
125
2
HNWI
25.8%
47
3
Pension Plans
5.5%
10
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$205Mas of February 13, 2026
Discretionary100.0%
$205M
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$205M
Total Accounts459
10Y AUM Change+$75M (+57.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee46:1
10Y Employee Change+1 (+33.3%)
* 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.