FINANCIAL MANAGEMENT ADVISORS, INC.

Overview

Financial Management Advisors, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small businesses, with some institutional relationships. The firm is owner-operated and registered with the SEC in 2021. Its advisory model blends traditional portfolio management using mutual funds and separately managed accounts with fee arrangements that include a percentage of assets under management, hourly billing and fixed fees. Investment activity centers on core liquid exposures alongside targeted allocations to less conventional assets. The firm does not position itself as a capital allocator — instead it relies on third-party managers for non-traditional strategies — and it does not emphasize ESG integration in its investment process. Client engagements typically combine planning and discretionary portfolio oversight but the firm also manages non-discretionary relationships.

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