FMI
JBR CO. FINANCIAL MANAGEMENT INC. Legal Name
Adviser information for FMI last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oklahoma, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,499 | $247.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1,499 | $247.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 834 | $85.0M |
| HNW Individuals | 53 | $97.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $564,039 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 20 | $63.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-110659 |
|---|---|
| SEC ERA File Number | 801-110659 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 117600 |
| Legal Entity Identifier | N/A |
Principal Office
130 D STREET NWARDMORE
OK
United States
Monday - Friday, 8AM TO 5 PM
Tel: 580-226-4058, Fax: 580-798-0810
Chief Compliance Officer
KAYLA TWEEDY
130 D STREET NW
ARDMORE
OK
United States
Tel:
580-226-4058
Fax:
580-798-0810
K****@*************M
(Full email address available in API data)
Regulatory Contact
MICHAEL WHITSON
130 D STREET NW
ARDMORE
OK
United States
Tel:
580-226-4058
Fax:
580-798-0810
M***@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WHITSON, MICHAEL, WAYNE | Individual | – | OWNER | 07/2012 | > 75% |
| BYNUM, ALLEN, MICHAEL | Individual | – | OWNER | 09/2020 | 10-25% |
| TWEEDY, KAYLA, SHAYLEEN | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | 5-10% |
| Heitz, Bregan, Mitchell | Individual | – | OWNER | 01/2024 | 5-10% |
| TWEEDY, KAYLA, SHAYLEEN | Individual | – | OWNER | 07/2021 | 5-10% |