Financial Management Professionals Inc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 748
- Avg AUM / client
- $1.8M
- Accounts
- 2,806
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 393 | $223M | 16.6% |
| High net worth individuals | 328 | $986M | 73.6% |
| Pooled investment vehicles (non-investment companies) | 2 | $41.4M | 3.09% |
| Pension and profit sharing plans | 15 | $82.4M | 6.15% |
| Corporations and other businesses | 10 | $7.5M | 0.56% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $45.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Fmp Select Assets Diversified Fund, Lp | Hedge Fund | Delaware | $40.7M | 80 |
| Fmp Real Estate Two, Lp | Real Estate Fund | Delaware | $4.4M | 56 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harry Milton Hixson | Owner/Chief Compliance Officer | CFP | Jun 1987 (39y) | 10% – 25% |
| John Carroll Hixson | Owner | CFP | Sep 1993 (33y) | 10% – 25% |
| Kevin Edmond Hixson | Owner | CFP | Dec 1998 (28y) | 10% – 25% |
| Adam Palmer Todd | Owner | CFP | Jan 2003 (24y) | 10% – 25% |
| Marc Lester Hixson | Owner | Jan 2003 (24y) | 10% – 25% | |
| Casey Clay Hall | Registered representative | Nov 2006 (20y) | ||
| Michael L Carr | Registered representative | Mar 2012 (14y) | ||
| Daniel Whalen Frick | Registered representative | CFP CFA | Sep 2012 (14y) | |
| Timothy Lynn Nabers | Registered representative | Jan 2018 (9y) | ||
| James Zachary Pendleton | Registered representative | Aug 2020 (6y) | ||
| Joshua Chance Williams | Registered representative | Jan 2025 (2y) | ||
| Christopher Sean Hehman | Registered representative | May 2026 (0y) | ||
| Christian Stuart Hudspeth | Registered representative | CFP | May 2026 (0y) | |
| Jacob Andrew Lemaire | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $45.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Fmp Select Assets Diversified Fund, Lp | Hedge Fund | $40.7M | $250K | 80 |
| Fmp Real Estate Two, Lp | Real Estate Fund | $4.4M | $150K | 56 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (87% of AUM) Jul 2026
- Lt Trust Company $85.2M (11% of AUM) Jan 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗