Phillips Financial Management, LLC
● SEC registered since 2004CRD 131344SEC# 801-63343Fort Wayne, IN
Reg. AUM
$2.64B
Employees
32
Accounts
3,264
Location
Fort Wayne, IN
Phillips Financial Management, LLC assets under management
Phillips Financial Management, LLC is an SEC-registered investment adviser based in Fort Wayne, IN. The firm has been registered since 2004. It reports $2.6 billion in regulatory assets under management and employs 32 people.
Phillips Financial Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaklb LLC | Managing Member | 10-25% | 2024 |
| Ben Jason Langel Control | Chief Executive Officer | 10-25% | 2016 |
| Brant W Gerber Control | Chief Operating Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Phillips Financial Management, LLC manage?
Phillips Financial Management, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.
How many employees does Phillips Financial Management, LLC have?
Phillips Financial Management, LLC reports 32 employees.
Where is Phillips Financial Management, LLC located?
Phillips Financial Management, LLC is based in Fort Wayne, IN and has been SEC-registered since 2004.
Does Phillips Financial Management, LLC disclose fund performance?
Phillips 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 | 6920 Pointe Inverness Way, Suite 230, Fort Wayne, IN 46804 |
| Phone | 260-420-7732 |
| Fax | 260-420-5553 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.64B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$2.64Bregulatory AUM
Discretionary $2.29BNon-discretionary $343.9M