# Financial Management Strategies, LLC

> Financial Management Strategies, LLC is a state-registered investment advisory firm in Baltimore, MD, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 122347
- Filed as: FINANCIAL MANAGEMENT STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Baltimore, MD
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122347
- AdvisorCensus page: https://advisorcensus.com/firm/financial-management-strategies-llc-baltimore-md-122347

## Quick answers

**How is Financial Management Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Management Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Management Strategies, LLC located?**
Financial Management Strategies, LLC's principal office is in Baltimore, MD, according to its Form ADV.

**Is Financial Management Strategies, LLC registered with the SEC or a state?**
Financial Management Strategies, LLC is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 122347.

**How much does Financial Management Strategies, LLC manage?**
Financial Management Strategies, LLC reports $350,276,266 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (0% discretionary).

**What types of clients does Financial Management Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (9).

**Does Financial Management Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122347

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $350,276,266
- Discretionary: $0
- Non-discretionary: $350,276,266

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $2,961,216 |
| High net worth individuals | 9 | $13,691,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,282,250 |
| Charitable organizations | Fewer than 5 | $331,341,800 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2000 (26 years)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fmsadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Management Strategies, LLC (CRD 122347): Form ADV filing data as of October 2026.