Five Talents Financial Management Group Llc
- Regulatory AUM
- $256M
- Discretionary
- $256M
- Clients
- 1,039
- Avg AUM / client
- $246K
- Accounts
- 1,042
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 992 | $166M | 64.9% |
| High net worth individuals | 47 | $89.1M | 34.8% |
| Charitable organizations | Fewer than 5 clients | $84.2K | 0.03% |
| Corporations and other businesses | Fewer than 5 clients | $592K | 0.23% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Gene Boyd Ii | Member | Jan 2020 (7y) | 25% – 50% | |
| Gregory Stone Bendinger | Member/ Chief Compliance Officer | Chartered Financial Consultant | Jan 2020 (7y) | 25% – 50% |
| Herbert Edward Modglin | Member | Jan 2020 (7y) | 25% – 50% | |
| Jeff A Jergens | Member | Jan 2020 (7y) | 25% – 50% | |
| Scott Norman Barsness | Registered representative | Nov 2020 (6y) |
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) | 03/03/2026 | 904 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
- • Hourly charges
- • Fixed fees
- • Other fees
- • REFERRAL FEES FROM OTHER ADVISORS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- LPL Financial $252M (98% of AUM) Mar 2026
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: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗