RIA Intel›Advisers›Michigan›FINANCIALMD, LLC

FINANCIALMD, LLC

Advisory

OKEMOS, MI

Data as of Mar 6, 2026 · Source: SEC Form ADV

Average account

$115K

across 304 accounts

AUM per adviser

$35M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$35M

Discretionary AUM$35M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients165

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, MI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

165 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

FOCUS FINANCIAL PLANNING, LLC

BINGHAM FARMS, MI

$35M

CONWAY ASSET MANAGEMENT, INC.

GROSSE POINTE FARMS, MI

$35M

PRESENT VALUE, LLC

$35M

DAVIS INVESTMENT GROUP, LTD.

$35M

INVESTORS MANAGEMENT SERVICES INC

HARRISON TOWNSHIP, MI

$35M

ALTIN HOLDINGS LLC

$36M

Get the full picture on FINANCIALMD, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FINANCIALMD, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans