This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0

Regulatory AUM

$256MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$256M

Private client RAUM

$255MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$51.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

1Schedule D 1.F, beyond the principal office

Accounts

1,042

Individual clients

992

High net worth clients

47

SEC number

801-119235

CRD

307987

Filings on the tape

13

First filed

Jul 7, 2020

Latest filed

Mar 3, 2026

Organised

Limited Liability Company, IA

Website

ftfmg.com

• Occurred

  Jul 7, 2020
  First Form ADV filing

  Five Talents Financial Management Group Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0d117612-8cdc-604d-183f-5535d4a04bd5

First observed

Jul 7, 2020

Last observed

Mar 3, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.