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FMI FINANCIAL, LTD.

Advisory

IL

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in IL

#1,058

of 1,719 advisers by AUM

Average account

$221K

across 380 accounts

AUM per adviser

$42M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients73

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL, TX

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

73 clients

45 high-net-worth

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

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

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PILOT ASSET MANAGEMENT LLC

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INVIEW INVESTMENT MANAGEMENT, LLC

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