Four Financial Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ann Arbor, MI. Its latest Form ADV filing, dated March 18, 2026, reports $163M in regulatory assets under management, 7 employees, 1 office, and 600 accounts.
Assets Under Management
$163M
Employees
7
Offices
1 office
Total Clients
353
Primary office
ANN ARBOR, MI
777 E. EISENHOWER PKWY, SUITE 740, ANN ARBOR, MI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.4% of total clients.
Top client categories% of clientsClients
1
Individuals
88.4%
312
2
HNWI
11.6%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$163Mas of March 18, 2026
Discretionary100.0%
$163M
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$163M
Total Accounts600
10Y AUM Change+$48M (+41.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee50:1
10Y Employee Change+1 (+16.7%)
* 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.