FMI
Firm details
- Headquarters
- ARDMORE, Oklahoma
- CRD number
- 117600
- Registered since
- July 17, 2017
- Website
- www.fmiardmore.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI46.13%
- Individuals27.78%
- Corporations / Businesses25.13%
- Charitable Organizations0.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FMI is an independent, privately owned registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm has been SEC-registered since 2017 and operates as a single-office, single-state adviser owned by an individual. Its client base includes both individual & family clients and institutional relationships. FMI charges fees through a mix of asset-based fees, hourly engagements and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities82%
- US Government Bonds8%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 4KAYLA TWEEDY
Investment Advisor RepresentativeCRD 6298352
MICHAEL WHITSON
Financial AdvisorCRD 5859936
ALLEN BYNUM
Investment Advisor RepresentativeCRD 5500225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$172M in ETFs
79%
$135M
0%
$36.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $12.1M | 132,445 | 7.03% |
Location
ARDMORE, OK
CARTER
Location
ARDMORE, OK
Headquartered in ARDMORE, OK, in the South of the United States.
- Region
- South
- County
- CARTER
- Address
- 130 D St NW
- Time zone
- CT (UTC-6)
- Office locations
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