Five Talents Financial Management Group LLC
● SEC registered since 2020CRD 307987SEC# 801-119235West des Moines, IA
Reg. AUM
$256M
Employees
5
Accounts
1,042
Location
West des Moines, IA
Five Talents Financial Management Group LLC assets under management
Five Talents Financial Management Group LLC is a registered investment adviser overseen by the SEC based in West des Moines, IA. The firm has been registered since 2020. It reports $256 million in regulatory assets under management and employs 5 people.
Five Talents Financial Management Group LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Gene Boyd II Control | Member | 10-25% | 2020 |
| Gregory Stone Bendinger Control | Member/ Chief Compliance Officer | 10-25% | 2020 |
| Herbert Edward Modglin Control | Member | 10-25% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Five Talents Financial Management Group LLC manage?
Five Talents Financial Management Group LLC reports $256 million in regulatory assets under management on its Form ADV.
How many employees does Five Talents Financial Management Group LLC have?
Five Talents Financial Management Group LLC reports 5 employees.
Where is Five Talents Financial Management Group LLC located?
Five Talents Financial Management Group LLC is based in West des Moines, IA and has been SEC-registered since 2020.
Does Five Talents Financial Management Group LLC disclose fund performance?
Five Talents Financial Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1441 29th Street Ste 310, West des Moines, IA 50266 |
| Phone | 515-223-7487 |
| Fax | 515-223-7483 |
| Office hours | 8:30- 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$256M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$256Mregulatory AUM
Discretionary $256M