American Financial Management, Ltd.
- Regulatory AUM
- $31.6M
- Discretionary
- $31.6M
- Clients
- 124
- Avg AUM / client
- $255K
- Accounts
- 155
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 119 | $25.4M | 80.4% |
| High net worth individuals | 5 | $6.2M | 19.6% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Taliaferro Clough | President & Chief Compliance Officer | Sep 2023 (3y) | 75% or more | |
| Howard Richard Dobson | Registered representative | CFP | Jun 1999 (27y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Marshall Financial Group Llc | Owner | Aug 2022 | A | 75% or more |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/16/2026 | 908 KB | 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 businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $9.8M (31% of AUM) Feb 2026
- Orion $9.6M (30% of AUM) Feb 2026
- Jackson National $7.8M (25% of AUM) Feb 2026
- Jackson National Life Distributors Llc $7.6M (23% of AUM) Dec 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 16, 2026.
View current Form ADV (SEC/IAPD) ↗