Fluent Financial, LLC
● SEC registered since 2014CRD 170041SEC# 801-78976Dallas, TX
Reg. AUM
$329.7M
Employees
9
Accounts
1,030
Location
Dallas, TX
Fluent Financial, LLC assets under management
Fluent Financial, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2014. It reports $329.7 million in regulatory assets under management and employs 9 people.
Fluent Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Thomas Pence | Director Of Operations | Under 5% | 2024 |
| Mitchell Steven Kramer Control | Managing Member/ Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Fluent Financial, LLC manage?
Fluent Financial, LLC reports $329.7 million in regulatory assets under management on its Form ADV.
How many employees does Fluent Financial, LLC have?
Fluent Financial, LLC reports 9 employees.
Where is Fluent Financial, LLC located?
Fluent Financial, LLC is based in Dallas, TX and has been SEC-registered since 2014.
Does Fluent Financial, LLC disclose fund performance?
Fluent Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14800 Landmark Blvd., Suite 848, Dallas, TX 75254 |
| Phone | 972-852-4800 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1722283 |
| Discloses disciplinary history | No |
Regulatory AUM
$329.7M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$329.7Mregulatory AUM
Discretionary $329.7M