AdvisorCensus / Financial advisors / Texas / Dallas / Fifth Force Management
Fifth Force Management
Filed as FIFTH FORCE MANAGEMENT · Legal name Fifth Force Management LLC
Fifth Force Management is an SEC-registered investment advisory firm in Dallas, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Fifth Force Management compensated?
On its Form ADV (Item 5.E, October 2026), Fifth Force Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
Where is Fifth Force Management located?
Fifth Force Management's principal office is in Dallas, TX, according to its Form ADV.
Is Fifth Force Management registered with the SEC or a state?
Fifth Force Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325161.
How much does Fifth Force Management manage?
Fifth Force Management reports $406,938,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).
How have Fifth Force Management's assets and staff changed since 2023?
In the Form ADV data for Fifth Force Management: Regulatory assets under management: $113,191,000 in the October 2023 data and $406,938,000 in the October 2026 data, up 260%. Total employees: 3 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
Which custodians does Fifth Force Management use?
Fifth Force Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities Inc., Morgan Stanley and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets.
Does Fifth Force Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325161
What changed in Fifth Force Management's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$406,938,000 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Fifth Force Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $406,938,000 | 4 | March 27, 2026 |
| October 2025 | $375,490,000 | 4 | March 5, 2025 |
| October 2024 | $315,000,000 | 4 | March 21, 2024 |
| October 2023 | $113,191,000 | 3 | September 21, 2023 |
Regulatory assets under management: $113,191,000 in the October 2023 data and $406,938,000 in the October 2026 data, up 260%.
Total employees: 3 in October 2023 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 2 to 3.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Fifth Force Management (CRD 325161): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fifth-force-management-dallas-tx-325161