Fluent Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated April 29, 2026, reports $330M in regulatory assets under management, 9 employees, and 1,030 accounts.
Assets Under Management
$330M
Employees
9
Offices
--
Total Clients
260
Primary office
DALLAS, TX
14800 LANDMARK BLVD., SUITE 848, DALLAS, TX, United States
Top client segmentIndividuals represent 63.1% of total clients.
Top client categories% of clientsClients
1
Individuals
63.1%
164
2
HNWI
33.5%
87
3
Pension Plans
3.5%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$330Mas of April 29, 2026
Discretionary100.0%
$330M
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.
Total AUM$330M
Total Accounts1,030
10Y AUM Change+$190M (+136.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee29:1
10Y Employee Change+4 (+80.0%)
* 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.