JBR CO. FINANCIAL MANAGEMENT INC.
Legal name: FMI
CRD #117600 SEC #801-110659 ARDMORE, OK 580-226-4058
SEC Registered
Total AUM
$314.6M
Discretionary
$314.6M
Employees
6
Clients
0
Accounts
1,284
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $314.6M | $314.6M | $0 | 6 | 0 |
| Jan 2025 | $314.6M | $314.6M | $0 | 6 | 0 |
| Mar 2024 | $247.1M | $247.1M | $0 | 6 | 0 |
| Feb 2024 | $247.1M | $247.1M | $0 | 6 | 0 |
| Feb 2023 | $209.3M | $209.3M | $0 | 6 | 0 |
| Oct 2022 | $230M | $230M | $0 | 6 | 0 |
| Sep 2022 | $230M | $230M | $0 | 6 | 0 |
| Feb 2022 | $230M | $230M | $0 | 6 | 0 |
| Jan 2022 | $185M | $185M | $0 | 6 | 0 |
| May 2021 | $185M | $185M | $0 | 6 | 0 |
| Feb 2021 | $185M | $185M | $0 | 6 | 0 |
| Dec 2020 | $175M | $175M | $0 | 6 | 0 |
| Nov 2020 | $175M | $175M | $0 | 6 | 0 |
| Sep 2020 | $175M | $175M | $0 | 5 | 0 |
| Sep 2020 | $175M | $175M | $0 | 5 | 0 |
| Apr 2020 | $175M | $175M | $0 | 5 | 0 |
| Apr 2020 | $175M | $175M | $0 | 5 | 0 |
| Feb 2020 | $175M | $175M | $0 | 5 | 0 |
| Oct 2019 | $139M | $139M | $0 | 4 | 0 |
| Apr 2019 | $139M | $139M | $0 | 4 | 0 |
| Feb 2019 | $139M | $139M | $0 | 4 | 0 |
| Sep 2018 | $119M | $119M | $0 | 4 | 0 |
| Jul 2018 | $119M | $119M | $0 | 4 | 0 |
| Apr 2018 | $119M | $119M | $0 | 4 | 0 |
| Mar 2018 | $119M | $119M | $0 | 3 | 0 |
| Jul 2017 | $100M | $100M | $0 | 3 | 200 |
| May 2017 | $100M | $100M | $0 | 3 | 200 |
DateAug 2025
Total AUM$314.6M
Discretionary$314.6M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$314.6M
Discretionary$314.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$247.1M
Discretionary$247.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$247.1M
Discretionary$247.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2022
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees6
Clients0
DateSep 2022
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$230M
Discretionary$230M
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees6
Clients0
DateDec 2020
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees6
Clients0
DateNov 2020
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients200
DateMay 2017
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees3
Clients200