Fmi
Fmi is an SEC-registered mass-market adviser in Ardmore, OK with $318.3M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Fmi: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117600, SEC 801-110659, data through 2026-04-06.
- AUM (assets under management / regulatory AUM)
- $318.3M (2026-04-06)
- Firm type
- Mass-Market Adviser
- Location
- Ardmore, OK
- Employees
- 5
- Clients
- 717
- CRD
- 117600
- Ownership
- WHITSON, MICHAEL, WAYNE; RILEY, JACK, BERTON; BYNUM, ALLEN, MICHAEL; Heitz, Bregan, Mitchell; TWEEDY, KAYLA, SHAYLEEN
How much AUM does Fmi have?
Fmi reported $318.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-06).
Who owns Fmi?
Disclosed owners and executives of Fmi include WHITSON, MICHAEL, WAYNE, RILEY, JACK, BERTON, BYNUM, ALLEN, MICHAEL, Heitz, Bregan, Mitchell, TWEEDY, KAYLA, SHAYLEEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.