RIA Intel›Advisers›Florida›MNS FINANCIAL MANAGEMENT, L.L.C.

MNS FINANCIAL MANAGEMENT, L.L.C.

Advisory

N·FORT MYERS, FL

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$489M

1-Year AUM Growth

+19.5%

3-Year CAGR

+7.3%

Employees

6

Assets Under Management

Total AUM$489M

Discretionary AUM$83M

Non-Discretionary AUM$407M

Discretionary %16.9%

Total Clients323

Team

Total Employees6

Investment Advisers9

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record55

First FilingJan 9, 2002

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 55 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MNS FINANCIAL MANAGEMENT, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.