Five Talents Financial Management Group LLC
Five Talents Financial Management Group LLC is an SEC-registered mass-market adviser in West Des Moines, IA with $256.0M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Five Talents Financial Management Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307987, SEC 801-119235, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $256.0M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- West Des Moines, IA
- Employees
- 5
- Clients
- 1,039
- CRD
- 307987
- Ownership
- BOYD II, DONALD, GENE; MODGLIN, HERBERT, EDWARD; BENDINGER, GREGORY, STONE; JERGENS, JEFF, A; Barsness, Scott, Norman
How much AUM does Five Talents Financial Management Group LLC have?
Five Talents Financial Management Group LLC reported $256.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Five Talents Financial Management Group LLC?
Disclosed owners and executives of Five Talents Financial Management Group LLC include BOYD II, DONALD, GENE, MODGLIN, HERBERT, EDWARD, BENDINGER, GREGORY, STONE, JERGENS, JEFF, A, Barsness, Scott, Norman. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.