RIA Intel›Advisers›Arizona›FLEMING FINANCIAL SERVICES, INCORPORATED

FLEMING FINANCIAL SERVICES, INCORPORATED

Advisory

MESA, AZ

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in AZ

#357

of 387 advisers by AUM

Average account

$79K

across 735 accounts

AUM per adviser

$10M

6 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$58M

Discretionary %

86.2%

Clients

478

Employees

8

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$58M

Discretionary AUM$50M

Non-Discretionary AUM$8M

Discretionary %86.2%

Total Clients478

Team

Total Employees8

Investment Advisers6

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InAZ

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

478 clients

354 high-net-worth

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

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Advisers of similar size in AZ

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

EDM CAPITAL, LLC

PHOENIX, AZ

$58M

EVOLVE WEALTH ADVISORS LP

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$58M

+93.4% 1Y

ACRYLIC FINANCIAL, INC.

FOUNTAIN HILLS, AZ

$58M

-30.6% 1Y

CRB STRATEGIC SERVICES LLC

$59M

EMBARK WEALTH MANAGEMENT, LLC

TEMPE, AZ

$57M

+11.8% 1Y

SPRINGSTEEL INVESTMENT ADVISORS, LLC

PHOENIX, AZ

$57M

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