Flagstone Financial Management, LLC
Firm details
- Headquarters
- Lincoln, Nebraska
- CRD number
- 285484
- Registered since
- November 28, 2016
- Website
- www.flagstonefm.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.18%
- Individuals17.98%
- Charitable Organizations3.39%
- Pension & Profit Sharing Plans0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Flagstone Financial Management, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2016. The firm serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Fee arrangements include percentage-of-assets, hourly charges, and fixed fees. Flagstone reports not being an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Contacts
3 of 9
Stephanie Tredway
Operations ManagerCRD 5452046
Brenda Zitek
Senior Client Service AssociateCRD 5543510
Daniel Clare
Lead Wealth AdvisorCRD 6701675
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$509M in ETFs
53%
$272M
46%
$237M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $127M | 1,555,365 | 25.02% |
Location
Lincoln, NE
Lancaster
Location
Lincoln, NE
Headquartered in Lincoln, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.
- Metro area
- Lincoln-Beatrice, NE
- Region
- Midwest
- County
- Lancaster
- Address
- 5801 Hidcote Dr
- Time zone
- CT (UTC-6)
- Office locations
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