Flagstone Financial Management, LLC
Flagstone Financial Management, LLC is an SEC-registered wealth manager in Lincoln, NE with $467.8M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Flagstone Financial Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285484, SEC 801-108722, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $467.8M (2026-04-21)
- Firm type
- Wealth Manager
- Location
- Lincoln, NE
- Employees
- 11
- Clients
- 353
- CRD
- 285484
- Ownership
- JOHNSON, MICHAEL, TATE; FLAGSTONE HOLDINGS, INC.
How much AUM does Flagstone Financial Management, LLC have?
Flagstone Financial Management, LLC reported $467.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Flagstone Financial Management, LLC?
Disclosed owners and executives of Flagstone Financial Management, LLC include JOHNSON, MICHAEL, TATE, FLAGSTONE HOLDINGS, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.