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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 Oct 1, 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
- Website
- https://www.flavincpa.com
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 3 | 4 | increased by1 |
| Mar 1, 2026 | Clients | 165 | 182 | increased by17 |
| Mar 1, 2026 | AUM | $168,911,609 | $204,988,428 | increased by$36,076,819 |
| Mar 1, 2026 | Accounts | 417 | 459 | increased by42 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FLAVIN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FLAVIN 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.