Flagstone Financial Management, LLC
● SEC registered since 2016CRD 285484SEC# 801-108722Lincoln, NE
Reg. AUM
$467.8M
Employees
11
Accounts
353
Location
Lincoln, NE
Flagstone Financial Management, LLC assets under management
Flagstone Financial Management, LLC is an SEC-registered investment adviser based in Lincoln, NE. The firm has been registered since 2016. It reports $467.8 million in regulatory assets under management and employs 11 people.
Flagstone Financial Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Flagstone Holdings, Inc. Control | Direct Owner - Holding Company | Over 75% | 2016 |
| Michael Tate Johnson Control | Chief Compliance Officer And Managing Member | Under 5% | 2016 |
| Michael Tate Johnson Control | President | Over 75% | 2010 |
Frequently asked questions
How much does Flagstone Financial Management, LLC manage?
Flagstone Financial Management, LLC reports $467.8 million in regulatory assets under management on its Form ADV.
How many employees does Flagstone Financial Management, LLC have?
Flagstone Financial Management, LLC reports 11 employees.
Where is Flagstone Financial Management, LLC located?
Flagstone Financial Management, LLC is based in Lincoln, NE and has been SEC-registered since 2016.
Does Flagstone Financial Management, LLC disclose fund performance?
Flagstone Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5801 Hidcote Dr. Ste 100, Lincoln, NE 68516 |
| Phone | 402-413-0440 |
| Fax | 402-413-0438 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1968890 |
| Discloses disciplinary history | No |
Regulatory AUM
$467.8M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$467.8Mregulatory AUM
Discretionary $467.8M