Investment adviser · CRD 307987
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
Investment adviser filing (IA)
WEST DES MOINES, IA, United States · Form ADV filed Mar 3, 2026
- Regulatory AUM
- $256M Form ADV · Item 5.F
- Client accounts
- 1,042 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 992 | $166,216,000 | 64.9% |
| High-net-worth individuals | 47 | $89,091,000 | 34.8% |
| Corporations & businesses | Fewer than 5 | $592,150 | 0.2% |
| Charities | Fewer than 5 | $84,200 | 0.0% |
Filing source
Form ADV 2054853 · Mar 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1441 29TH STREET STE 310WEST DES MOINES, IA, 50266, United States
CRD 307987
Filing source
Form ADV 2054853 · Mar 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.