Flagstone Financial Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lincoln, NE. Its latest Form ADV filing, dated April 21, 2026, reports $468M in regulatory assets under management, 11 employees, and 353 accounts.
Assets Under Management
$468M
Employees
11
Offices
--
Total Clients
353
Primary office
LINCOLN, NE
5801 HIDCOTE DR. STE 100, LINCOLN, NE, United States
Top client segmentIndividuals represent 62.6% of total clients.
Top client categories% of clientsClients
1
Individuals
62.6%
221
2
HNWI
35.7%
126
3
Charitable
1.4%
5
4
Pension Plans
0.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$468Mas of April 21, 2026
Discretionary100.0%
$468M
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$468M
Total Accounts353
10Y AUM Change+$350M (+298.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee32:1
10Y Employee Change+5 (+83.3%)
* 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.