AMERICAN FINANCIAL MANAGEMENT, LTD.

CRD 111016File 801-20003

APPROVED

Retail clients

Filing as of Feb 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$31.6M

Bottom 25% of cohort (national)

Discretionary AUM

$31.6M

Clients

124

155 accounts

Employees

Bottom 25% of cohort in MD

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Oct 26, 1983
Principal office: 211 OWINGS GATE CT, SUITE 302, OWINGS MILLS, MD, 21117
Phone: (443) 339-2115
Website: https://www.linkedin.com/company/american-financial-management-ltd/?viewAsMember=true

Assets & accounts

ADV Item 5F

Total regulatory AUM: $31.6M
Discretionary AUM: $31.6M
Non-discretionary AUM: $0
Discretionary accounts: 155
Non-discretionary accounts: 0
Total accounts: 155
AUM per client: $255K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	5	$6.2M
Individuals (other than high net worth individuals)	119	$25.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
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

This firm answered no to every Item 11 disclosure question in this filing.

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.