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FINANCIAL NETWORK SPECIALISTS LLC
CRD 109037File 801-132100
APPROVED
Retail clients
Disclosure events
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$129.8M
Bottom 25% of cohort (national)
Discretionary AUM
$108.8M
Non-discretionary $21.0M
Clients
36
141 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 10, 2025
- Principal office
- Not reported
- Phone
- 303-520-5187
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $129.8M
- Discretionary AUM
- $108.8M
- Non-discretionary AUM
- $21.0M
- Discretionary accounts
- 116
- Non-discretionary accounts
- 25
- Total accounts
- 141
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $129.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.