Wealth Manager
    SEC Registered
    Manages Private Funds

    Flagstone Financial Management, LLC

    Registered investment advisor · Lincoln, Nebraska · CRD #285484

    Assets Under Management
    $468M
    Client Accounts
    353
    Employees
    11
    CRD Number
    285484
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Flagstone Financial Management, LLC

    Flagstone Financial Management, LLC is a fee-only investment advisory firm based in Lincoln, NE, offering portfolio management, financial planning, and trading services. It serves high-net-worth clients with a minimum of $1,000,000 in investable assets or $400,000 in annual income. Initial consultations are free and non-obligational.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Flagstone Financial Management, LLC

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    Frequently Asked Questions

    What is Flagstone Financial Management, LLC's AUM?

    Flagstone Financial Management, LLC reports approximately $468M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Flagstone Financial Management, LLC headquartered?

    Flagstone Financial Management, LLC is headquartered in Lincoln, Nebraska.

    What is Flagstone Financial Management, LLC's CRD number?

    Flagstone Financial Management, LLC's CRD number is 285484. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Flagstone Financial Management, LLC manage?

    Flagstone Financial Management, LLC manages approximately 353 client accounts according to its latest SEC filing.

    Is Flagstone Financial Management, LLC SEC registered?

    Yes, Flagstone Financial Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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