Financial Management Advisors, Inc.
● SEC registered since 2021CRD 117442SEC# 801-122762Tullahoma, TN
Reg. AUM
$149.9M
Employees
1
Accounts
525
Location
Tullahoma, TN
Financial Management Advisors, Inc. assets under management
Financial Management Advisors, Inc. operates as an SEC-registered investment adviser based in Tullahoma, TN. The firm has been registered since 2021. It reports $149.9 million in regulatory assets under management and employs 1 people.
Financial Management Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Dietzen Bratcher Control | President And Chief Compliance Officer | 50-75% | 2004 |
| James Dietzen Bratcher | Shareholder | 10-25% | 2010 |
Frequently asked questions
How much does Financial Management Advisors, Inc. manage?
Financial Management Advisors, Inc. reports $149.9 million in regulatory assets under management on its Form ADV.
How many employees does Financial Management Advisors, Inc. have?
Financial Management Advisors, Inc. reports 1 employees.
Where is Financial Management Advisors, Inc. located?
Financial Management Advisors, Inc. is based in Tullahoma, TN and has been SEC-registered since 2021.
Does Financial Management Advisors, Inc. disclose fund performance?
Financial Management Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 115 N. Jackson Street, Tullahoma, TN 37388 |
| Phone | 931-455-0151 |
| Fax | 931-455-0166 |
| Office hours | 9:30-4:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$149.9M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$149.9Mregulatory AUM
Discretionary $80.6MNon-discretionary $69.3M