RIA Intel›Advisers›Nebraska›FLAGSTONE FINANCIAL MANAGEMENT, LLC

FLAGSTONE FINANCIAL MANAGEMENT, LLC

Advisory

N·LINCOLN, NE

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM
$468M
1-Year AUM Growth
+26.0%
3-Year CAGR
+15.0%
Employees
5
Assets Under Management
Total AUM$468M
Discretionary AUM$468M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients324
Team
Total Employees5
Investment Advisers11
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingNov 17, 2016
Latest FilingMar 12, 2026
🔒 Full AUM trend chart and 23 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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