American Financial Management, Ltd.
● SEC registered since 1983CRD 111016SEC# 801-20003Owings Mills, MD
Reg. AUM
$31.6M
Employees
2
Accounts
155
Location
Owings Mills, MD
American Financial Management, Ltd. assets under management
American Financial Management, Ltd. is an SEC-registered investment adviser based in Owings Mills, MD. The firm has been registered since 1983. It reports $31.6 million in regulatory assets under management and employs 2 people.
American Financial Management, Ltd. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Taliaferro Clough Control | President & Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does American Financial Management, Ltd. manage?
American Financial Management, Ltd. reports $31.6 million in regulatory assets under management on its Form ADV.
How many employees does American Financial Management, Ltd. have?
American Financial Management, Ltd. reports 2 employees.
Where is American Financial Management, Ltd. located?
American Financial Management, Ltd. is based in Owings Mills, MD and has been SEC-registered since 1983.
Does American Financial Management, Ltd. disclose fund performance?
American Financial Management, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 211 Owings Gate Ct, Suite 302, Owings Mills, MD 21117 |
| Phone | (443) 339-2115 |
| Fax | (319) 277-0798 |
| Office hours | Not Applicable, By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$31.6M▼ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$31.6Mregulatory AUM
Discretionary $31.6M