FLAGSTONE FINANCIAL MANAGEMENT, LLC
CRD #285484 SEC #801-108722 LINCOLN, NE 402-413-0440
SEC Registered
Total AUM
$375.2M
Discretionary
$375.2M
Employees
10
Clients
101
Accounts
324
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $375.2M | $375.2M | $0 | 10 | 1 |
| Feb 2025 | $375.2M | $375.2M | $0 | 10 | 1 |
| Mar 2024 | $318M | $318M | $0 | 6 | 3 |
| Jul 2023 | $252.5M | $252.5M | $0 | 6 | 3 |
| Feb 2023 | $252.5M | $252.5M | $0 | 7 | 3 |
| Sep 2022 | $261.3M | $261.3M | $0 | 7 | 3 |
| Feb 2022 | $261.3M | $261.3M | $0 | 8 | 3 |
| Nov 2021 | $209.2M | $209.2M | $0 | 8 | 2 |
| Mar 2021 | $209.2M | $209.2M | $0 | 8 | 2 |
| Mar 2021 | $209.2M | $209.2M | $0 | 7 | 2 |
| Nov 2020 | $180.6M | $180.6M | $0 | 7 | 0 |
| May 2020 | $180.6M | $180.6M | $0 | 6 | 0 |
| Feb 2020 | $180.6M | $180.6M | $0 | 6 | 0 |
| Jan 2020 | $145M | $145M | $0 | 6 | 3 |
| Jan 2020 | $145M | $145M | $0 | 6 | 3 |
| Mar 2019 | $145M | $145M | $0 | 6 | 3 |
| Mar 2019 | $145M | $145M | $0 | 6 | 3 |
| Feb 2019 | $146M | $146M | $0 | 6 | 3 |
| Mar 2018 | $146M | $146M | $0 | 6 | 3 |
| Dec 2017 | $117.5M | $117.5M | $0 | 6 | 3 |
| Nov 2017 | $117.5M | $117.5M | $0 | 6 | 3 |
| Feb 2017 | $117.5M | $117.5M | $0 | 6 | 200 |
| Jan 2017 | $0 | $0 | $0 | 3 | 0 |
| Nov 2016 | $0 | $0 | $0 | 3 | 0 |
| Nov 2016 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$375.2M
Discretionary$375.2M
Non-Disc.$0
Employees10
Clients1
DateFeb 2025
Total AUM$375.2M
Discretionary$375.2M
Non-Disc.$0
Employees10
Clients1
DateMar 2024
Total AUM$318M
Discretionary$318M
Non-Disc.$0
Employees6
Clients3
DateJul 2023
Total AUM$252.5M
Discretionary$252.5M
Non-Disc.$0
Employees6
Clients3
DateFeb 2023
Total AUM$252.5M
Discretionary$252.5M
Non-Disc.$0
Employees7
Clients3
DateSep 2022
Total AUM$261.3M
Discretionary$261.3M
Non-Disc.$0
Employees7
Clients3
DateFeb 2022
Total AUM$261.3M
Discretionary$261.3M
Non-Disc.$0
Employees8
Clients3
DateNov 2021
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees8
Clients2
DateMar 2021
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees8
Clients2
DateMar 2021
Total AUM$209.2M
Discretionary$209.2M
Non-Disc.$0
Employees7
Clients2
DateNov 2020
Total AUM$180.6M
Discretionary$180.6M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$180.6M
Discretionary$180.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$180.6M
Discretionary$180.6M
Non-Disc.$0
Employees6
Clients0
DateJan 2020
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees6
Clients3
DateJan 2020
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees6
Clients3
DateMar 2019
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees6
Clients3
DateMar 2019
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees6
Clients3
DateFeb 2019
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees6
Clients3
DateMar 2018
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees6
Clients3
DateDec 2017
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees6
Clients3
DateNov 2017
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees6
Clients3
DateFeb 2017
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees6
Clients200
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0