Fluent Financial, LLC

RIASEC RegisteredEst. 2014

Total AUM

$330M

Discretionary

$330M

100% of AUM

Avg account

$320K

Accounts

1,030

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 170041
Registered since: January 6, 2014
Website: www.fluentfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals64.17%
HNWI34.04%
Pension & Profit Sharing Plans1.79%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fluent Financial, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. Ownership is held by an individual and the firm serves both private individuals/families and institutional clients. Fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee engagements. The firm’s advisory menu covers comprehensive planning and portfolio management for individuals and small businesses, selection and oversight of other advisers, pension consulting-related services, and client education through seminars and workshops. Fluent Financial is identified as a capital allocator, meaning it sources and allocates client capital to third-party managers in addition to managing liquid public-market exposures. The firm is not flagged as an active ESG investor and is not denoted as a multi-state adviser in the snapshot data.