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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-09-1957
- Office Locations
- 1
Office Locations
About FMI
Financial Management, Inc. (FMI) is an Ardmore, OK advisory firm established in 1997, focused on personal financial management and portfolio construction around client risk tolerance. Portfolios emphasize diversified allocations across stocks, bonds, mutual funds and ETFs, with periodic rebalancing, cost awareness and tax efficiency, informed by independent asset-class research and fund due diligence. Custody through Charles Schwab; runs on Tamarac.
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Owner & Executives
MICHAEL WAYNE WHITSON
Owner
- CRD
- #5859936
- Ownership
- 50% but less than 75%
ALLEN MICHAEL BYNUM
Owner
- CRD
- #5500225
- Ownership
- 10% but less than 25%
Quantum zenith
Alpha zenith
- CRD
- #49465
- Ownership
- 15.3%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $318,309,587 | $227,364 |
| Non-Discretionary | $0 | -- |
| Total | $318,309,587 | $227,364 |
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Separately Managed Accounts
Total SMA Asset: $318,309,587
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,047,115,977 | 24.8% |
| Cash | $1,378,501,484 | 16.7% |
| U.S. Government/Agency | $1,650,899,981 | 20.0% |
| Corporate - Investment Grade | $1,196,902,486 | 14.5% |
| Corporate - Non-Investment Grade | $949,267,489 | 11.5% |
| Municipal Bonds | $1,031,812,489 | 12.5% |
| Total | $8,254,499,906 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA VALUE | OAK FOUNDATION | FHMDK4BSX | VUMO | 9.09% | $97,915,417 |
| WAVE BRIDGE FOCUS | FUSION FOCUS | XG143IHM0 | NFG | 3.57% | $105,506,768 |
| CATALYST INSIGHT | PRIME FOUNDATION | J0JB29QWG | ZJKNC | 4.46% | $22,944,428 |
| CREST WAVE | OPTIMA FRONTIER | 95GWY3IDS | KKYK | 6.50% | $50,920,697 |
| NORTH ELEMENT OPTIMA | MERIDIAN CREST | HVH0C47KM | IWB | 3.26% | $95,358,690 |
| RADIAL UNISON BEACON | EMBER MATRIX | 1SYLM7AOV | KNSI | 12.52% | $98,376,931 |
| VALUE HORIZON | HARBOR BRIDGE | 26E7LZ093 | TZP | 9.41% | $90,216,997 |
| TIMBER VECTOR | FRONTIER ZENITH | 1NK5SBCVU | UBKNB | 6.78% | $81,972,969 |