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FLAVIN FINANCIAL SERVICES, INC.
CRD 144473File 801-129689
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$205.0M
Below cohort median (national)
Discretionary AUM
$205.0M
Clients
182
459 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 19, 2024
- Principal office
- 2200 S. BABCOCK STREET, MELBOURNE, FL, 32901
- Phone
- (321) 725-4700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $205.0M
- Discretionary AUM
- $205.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 459
- Non-discretionary accounts
- 0
- Total accounts
- 459
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $9.4M |
| High net worth individuals | 47 | $133.9M |
| Pension and profit sharing plans | 10 | $15.5M |
| Individuals (other than high net worth individuals) | 125 | $46.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY MONEY MANAGER
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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- Q11D2
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.