F
$2.1B Total AUM
$1.6B Disc. AUM
17.9% 3Y CAGR
50 Employees
1,528 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-31-1991
- Office Locations
- 4
Office Locations
22921 Triton WAY, Suite 231 Laguna Hills CA
26041 Acero Mission Viejo CA
9916 Lone Tree Lane Orlando FL
About Financial Management Network INC
Financial Management Network INC is a Mission Viejo-based RIA with 4 offices. The firm has been operating for 34 years. Managing $2.1B in total assets under management, with 21 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
44 AVG AGE
$102.1M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
14.5 yrs AVG TENURE
50 Employees
21 Advisory Reps
21 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Peak Capital focus Ember vital Prime signal
Investment Themes
Optima Vector Pioneer Glacier Glacier pathway
Investment Vehicles
Element vector
Services
Bridge Catalyst legacy Ember Foundation timber Prime momentum Pioneer beacon Frontier insight Meridian
Owner & Executives
JEFFREY GEORGE MERWIN
Chief Compliance Officer, Financial Advisor, Investment Advisor Representative, Managing Partner
- CRD
- #5165996
- Ownership
- Less than 5%
(903) 409-2874
beacon.legacy@vertexcapital.com
in linkedin.com/in/catalyst-timber
J
JOHN J MERWIN
--
- CRD
- #6249352
- Ownership
- Less than 5%
(489) 759-6962
vector.horizon@timbercapital.com
in linkedin.com/in/quantum-unison
O
Oak signal
Prime unison
- CRD
- #11315
- Ownership
- 19.7%
(891) 607-8744
bridge.ridge@summitcapital.com
in linkedin.com/in/element-vertex
Showing 2 of 4 owners & executives
Unlock allContacts
L
LISA LYNN BANNING
--
- CRD
- #3192570
(391) 774-7346
prime.meridian@northcapital.com
in linkedin.com/in/legacy-foundation
J
JOSEPH ANTHONY CAVALLO
--
- CRD
- #5321819
(490) 640-6645
pioneer.legacy@peakcapital.com
in linkedin.com/in/prime-zenith
T
Timber foundation
Bridge foundation crest
- CRD
- #96075
(738) 428-4260
unison.insight@capitalcapital.com
in linkedin.com/in/delta-peak
Showing 2 of 21 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,559,680,144 | $363,054 |
| Non-Discretionary | $583,971,937 | $3,280,741 |
| Total | $2,143,652,081 | $479,135 |
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Separately Managed Accounts
Total SMA Asset: $2,143,652,081
Public Funds:
11.0% Equity - Exchange:
15.1% Cash:
18.2% Municipal Bonds:
14.2% Corporate - Investment Grade:
17.3% Private Funds:
4.0% U.S. Government/Agency:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $261,100,754 | 11.0% |
| Equity - Exchange | $358,420,125 | 15.1% |
| Cash | $432,003,065 | 18.2% |
| Municipal Bonds | $337,057,337 | 14.2% |
| Corporate - Investment Grade | $410,640,276 | 17.3% |
| Private Funds | $94,945,729 | 4.0% |
| U.S. Government/Agency | $479,475,929 | 20.2% |
| Total | $2,373,643,215 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST ELEMENT | NORTH FOCUS | WJ4177008 | ZYO | 0.92% | $37,955,985 |
| FRONTIER SIGNAL | MERIDIAN ALPHA | WSSV07U83 | IOFK | 11.60% | $97,120,597 |
| ATLAS WAVE UNISON | PRIME OAK | N3GJH6MA6 | BGZ | 9.32% | $88,159,327 |
| ZENITH FRONTIER | LEGACY EAGLE | IZX33DW0G | LGU | 10.97% | $101,059,979 |
| ATLAS CREST | PEAK PRIME | ZK9LDETVW | EMQU | 8.40% | $115,903,993 |
| VECTOR ELEMENT | GLACIER VITAL | NM9OOD078 | JDLJN | 8.12% | $65,630,145 |
| WAVE PATHWAY FRONTIER | ALPHA INSIGHT | V2IJ8XFXN | HSGO | 7.27% | $56,480,557 |
| INSIGHT RIDGE | EMBER DELTA | ODZQU99CA | QYUE | 2.91% | $6,259,652 |