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FLAGSTONE FINANCIAL MANAGEMENT, LLC
CRD 285484File 801-108722
APPROVED
Retail clients
Filing as of Apr 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$467.8M
Above cohort median (national)
Discretionary AUM
$467.8M
Clients
353
353 accounts
Employees
11
Below cohort median in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 28, 2016
- Principal office
- 5801 HIDCOTE DR. STE 100, LINCOLN, NE, 68516
- Phone
- 402-413-0440
- Website
- HTTP://WWW.FLAGSTONEFM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $467.8M
- Discretionary AUM
- $467.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 353
- Non-discretionary accounts
- 0
- Total accounts
- 353
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $15.9M |
| High net worth individuals | 126 | $365.7M |
| Pension and profit sharing plans | Fewer than 5 | $2.1M |
| Individuals (other than high net worth individuals) | 221 | $84.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 324 | 353 | increased by29 |
| Apr 1, 2026 | AUM | $375,178,791 | $467,767,160 | increased by$92,588,369 |
| Apr 1, 2026 | Accounts | 324 | 353 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 10 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 263 | 324 | increased by61 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $261,311,572 | $375,178,791 | increased by$113,867,219 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 842 | 324 | decreased by518 |
| Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| Mar 1, 2022 | Clients | 241 | 263 | increased by22 |
| Mar 1, 2022 | AUM | $209,151,734 | $261,311,572 | increased by$52,159,838 |
| Mar 1, 2022 | Accounts | 743 | 842 | increased by99 |
| 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 “FLAGSTONE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FLAGSTONE 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.