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FMI
JBR CO. FINANCIAL MANAGEMENT INC.
CRD 117600 · SEC 801-110659
130 D STREET NW, ARDMORE, OK, 73401, United States
Phone
580-226-4058
Fax
580-798-0810
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$318.3M
Discretionary AUM
$318.3M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 610 | $88.4M |
| High net worth individuals | 80 | $146.8M |
| Charitable organizations | 4 | $3.1M |
| Corporations/business entities | 23 | $80.0M |
States served
AR, LA, NE, OK, TX
All web addresses on file
Official SEC filing: View on IAPD