FLUENT FINANCIAL, LLC

CRD #170041 SEC #801-78976 DALLAS, TX 972-852-4800

SEC Registered

Total AUM

$297.1M

Discretionary

$297.1M

Employees

Clients

Accounts

1,047

Firm Details

Organization Type: Limited Liability Company
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 19, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BAER, MICHAEL, JAMES	I	DIRECTOR OF OPERATIONS	NA
Pence, Matthew, Thomas	I	DIRECTOR OF OPERATIONS	NA
Pence, Matthew, Thomas	I	DIRECTOR OF OPERATIONS	NA
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control
KRAMER, MITCHELL, STEVEN	I	MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER	E	Control

Registrations

Federal

Aug 19, 2025 REGISTERED

Notice Filings (4)

HI LA NM TX

Address

14800 LANDMARK BLVD.
SUITE 848
DALLAS, TX 75254
United States

Phone: 972-852-4800