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FLAGSTONE FINANCIAL MANAGEMENT, LLC
CRD 285484 · SEC 801-108722
5801 HIDCOTE DR. STE 100, LINCOLN, NE, 68516, United States
Phone
402-413-0440
Fax
402-413-0438
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$467.8M
Discretionary AUM
$467.8M
Team
11 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 221 | $84.1M |
| High net worth individuals | 126 | $365.7M |
| Pension/profit sharing plans | 1 | $2.1M |
| Charitable organizations | 5 | $15.9M |
States served
AZ, CO, NE, TX
All web addresses on file
Official SEC filing: View on IAPD