# Fifth Force Management

> 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.

- CRD: 325161
- Filed as: FIFTH FORCE MANAGEMENT
- Legal name: Fifth Force Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325161
- AdvisorCensus page: https://advisorcensus.com/firm/fifth-force-management-dallas-tx-325161

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities Inc.
- Morgan Stanley
- UBS Financial Services Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $406,938,000
- Discretionary: $406,938,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $406,938,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $113,191,000 | 3 | September 21, 2023 |
| October 2024 | $315,000,000 | 4 | March 21, 2024 |
| October 2025 | $375,490,000 | 4 | March 5, 2025 |
| October 2026 | $406,938,000 | 4 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fifth Force Management (CRD 325161): Form ADV filing data as of October 2026.