# Mouly Financial Management, Inc.

> Mouly Financial Management, Inc. is a state-registered investment advisory firm in Davie, FL, registered since 1991, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 141809
- Filed as: MOULY FINANCIAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Davie, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141809
- AdvisorCensus page: https://advisorcensus.com/firm/mouly-financial-management-inc-davie-fl-141809

## Quick answers

**How is Mouly Financial Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Mouly Financial Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Mouly Financial Management, Inc. located?**
Mouly Financial Management, Inc.'s principal office is in Davie, FL, according to its Form ADV.

**Is Mouly Financial Management, Inc. registered with the SEC or a state?**
Mouly Financial Management, Inc. is a state-registered investment advisory firm, registered since 1991. Status as filed: APPROVED. CRD 141809.

**How much does Mouly Financial Management, Inc. manage?**
Mouly Financial Management, Inc. reports $25,400,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does Mouly Financial Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (8).

**Does Mouly Financial Management, Inc. 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/141809

## 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: $25,400,000
- Discretionary: $0
- Non-discretionary: $25,400,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $5,600,000 |
| High net worth individuals | 8 | $19,800,000 |

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

### Firm details
- Registered since: 1991 (35 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mouly Financial Management, Inc. (CRD 141809): Form ADV filing data as of October 2026.