Family Financial Group
● SEC registered since 2026CRD 152609SEC# 801-135491West Monroe, LA
Reg. AUM
$133M
Employees
5
Accounts
713
Location
West Monroe, LA
Family Financial Group assets under management
Family Financial Group is an investment advisory firm registered with the SEC based in West Monroe, LA. The firm has been registered since 2026. It reports $133 million in regulatory assets under management and employs 5 people.
Family Financial Group owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Lee Fletcher Control | President - Cco | Over 75% | 1997 |
Frequently asked questions
How much does Family Financial Group manage?
Family Financial Group reports $133 million in regulatory assets under management on its Form ADV.
How many employees does Family Financial Group have?
Family Financial Group reports 5 employees.
Where is Family Financial Group located?
Family Financial Group is based in West Monroe, LA and has been SEC-registered since 2026.
Does Family Financial Group disclose fund performance?
Family Financial Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3800 Cypress St, West Monroe, LA 71291 |
| Phone | 318-387-8918 |
| Fax | 318-383-6670 |
| Office hours | 8-4 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$133MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$133Mregulatory AUM
Discretionary $133M