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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Delta meridianFoundation +more
- Established Date
- 11-28-2016
- Office Locations
- 1
Office Locations
About Flagstone Financial Management, LLC
Flagstone Financial Management is an SEC-registered RIA providing financial planning and ongoing investment management through its “Pathway Planning” process. The team focuses on helping investors nearing retirement, high-earning professionals, and women in transition/widows build a confident plan for major life decisions, balancing opportunity and risk while managing portfolios aligned to client goals.
Team overview
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Owner & Executives
MICHAEL TATE JOHNSON
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2754467
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Britney Angeles-Ayala
--
- CRD
- #8167317
DANIEL TIMOTHY CLARE
Wealth Advisor
- CRD
- #6701675
Vital beacon
Momentum catalyst
- CRD
- #56081
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $467,767,160 | $1,325,119 |
| Non-Discretionary | $0 | -- |
| Total | $467,767,160 | $1,325,119 |
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Separately Managed Accounts
Total SMA Asset: $467,767,160
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $847,806,300 | 42.5% |
| Equity - Exchange | $827,857,916 | 41.5% |
| Cash | $319,174,136 | 16.0% |
| Total | $1,994,838,352 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER BEACON | SIGNAL EAGLE | R7SKUSV5E | VVN | 9.55% | $64,210,518 |
| TIMBER BRIDGE | INSIGHT PIONEER | BDNF5KS0R | GHS | 4.88% | $18,898,405 |
| MOMENTUM FRONTIER QUANTUM | VERTEX HARBOR | SWV2S8NTI | KMS | 4.58% | $59,412,935 |
| MERIDIAN CATALYST RADIAL | MATRIX ELEMENT | 70PM7C92C | SWIQP | 9.53% | $113,887,259 |
| PRIME VERTEX | TIMBER FOCUS | LPSWHWHZX | XXQJA | 10.78% | $85,325,678 |
| VERTEX VALUE BRIDGE | MOMENTUM SUMMIT | DW1PU36OB | TYW | 2.28% | $22,033,313 |
| PIONEER ATLAS CATALYST | CREST ELEMENT | WP0H3SWE4 | KWPHG | 3.14% | $112,754,501 |
| FRONTIER FOUNDATION SIGNAL | LEGACY CAPITAL | TOUME9VFQ | ZDXF | 5.51% | $30,114,168 |