Financial Management Strategies, Llc
State-registered
Endowment & Foundation Advisor · Small ($100M–$1B)
CRD 122347
· Baltimore, MD
· WWW.FMSADVISORS.COM
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ADV data as of May 11, 2026
- Regulatory AUM
- $350M
- Discretionary
- $0
- Clients
- 28
- Avg AUM / client
- $12.5M
- Accounts
- 36
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $3.0M | 0.85% |
| High net worth individuals | 9 | $13.7M | 3.91% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.3M | 0.65% |
| Charitable organizations | Fewer than 5 clients | $331M | 94.6% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Walid Liu Petiri | Registered representative | Jan 2026 (1y) |
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) | 05/11/2026 | 1.01 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗