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AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016File 801-20003
APPROVED
Retail clients
Filing as of Feb 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$31.6M
Bottom 25% of cohort (national)
Discretionary AUM
$31.6M
Clients
124
155 accounts
Employees
2
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.afm-ria.com/
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 193 | 124 | decreased by69 |
| Mar 1, 2026 | AUM | $33,423,445 | $31,600,000 | decreased by$1,823,445 |
| Mar 1, 2026 | Accounts | 193 | 155 | decreased by38 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 2 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 410 | 193 | decreased by217 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $45,127,913 | $33,423,445 | decreased by$11,704,468 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 410 | 193 | decreased by217 |
| May 1, 2022 | Clients | 532 | 410 | decreased by122 |
| May 1, 2022 | AUM | $50,617,298 | $45,127,913 | decreased by$5,489,385 |
| May 1, 2022 | Accounts | 532 | 410 | decreased by122 |
| Jan 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AMERICAN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AMERICAN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.