Inman Financial Services, Inc.
- Regulatory AUM
- $197M
- Discretionary
- $197M
- Clients
- 237
- Avg AUM / client
- $833K
- Accounts
- 625
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 169 | $54.4M | 27.6% |
| High net worth individuals | 65 | $137M | 69.4% |
| Charitable organizations | 3 | $5.9M | 3.01% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Stuart Inman | President & Chief Compliance Officer | Dec 1992 (34y) | 50% – 75% | |
| Micah Everett Dorr | Financial Advisor | CFP | Jan 2019 (8y) | 25% – 50% |
| Keith Conrad Johnson | Registered representative | Jul 2023 (3y) |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 1.03 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
Custody
Reported custodians
- Charles Schwab & Co. $195M (99% of AUM) Apr 2026
- American Funds Distributors, Inc. $862K (1% of AUM) Mar 2023
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: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗