Flfs Advisory Llc
- Regulatory AUM
- $161M
- Discretionary
- $161M
- Clients
- 203
- Avg AUM / client
- $796K
- Accounts
- 312
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 159 | $41.8M | 25.9% |
| High net worth individuals | 35 | $111M | 68.9% |
| Pension and profit sharing plans | 1 | $983K | 0.61% |
| Charitable organizations | 7 | $7.3M | 4.5% |
| Corporations and other businesses | 1 | $83.9K | 0.05% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angela M Babcock | Registered representative | Apr 2025 (1y) | ||
| Alan David Deuel | Registered representative | Chartered Financial Consultant | Apr 2025 (1y) | |
| David Foote Gwynn | Registered representative | Chartered Financial Consultant | Apr 2025 (1y) | |
| Nick J Twentyfive | Registered representative | Apr 2025 (1y) | ||
| Robert Wiley Gwynn | Registered representative | Apr 2025 (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) | 06/30/2026 | 910 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Dunham & Associates Investment Counsel, Inc. $130M (80% of AUM) Jun 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: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗