Wealth manager, independent · West Monroe, LA
Fletcher Financial Group
Family Financial Group · SEC-registered investment adviser · CRD 152609 · SEC 801-135491
At a glance
Fletcher Financial Group is an SEC-registered investment adviser based in West Monroe, Louisiana, with $133 million in regulatory assets under management as of its Form ADV filed March 2, 2026. Its largest client group by assets is individuals, and it reports 500 individual clients. By Form ADV it is a wealth manager, ranked 7,329th of 8,915 wealth managers and 14,260th of 17,210 SEC-registered advisers by assets.
Main office 318-387-8918fletcherfinancialgroup.netAs filed on Form ADV
- Regulatory AUM
- $133M
- Rank among wealth managers
- #7,329 of 8,915
- Rank among all SEC RIAs
- #14,260 of 17,210
- Rank in Louisiana
- #71 of 82
- Individual clients
- 500
- High-net-worth clients
- 0
- Accounts
- 713
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Kenneth L. FletcherPresident - CCO
Custody and brokerage
Custodian
Fletcher Financial Group’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 500 | $133M | 100% |
Disciplinary disclosures
Fletcher Financial Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Commissions
- Other
Form ADV and brochures on the SEC’s adviser search ↗fletcherfinancialgroup.net ↗
AtlasMembers
The full record on Fletcher Financial Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 5,086 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Fletcher Financial Group manage?
Fletcher Financial Group reports $133 million in regulatory assets under management across 713 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 2, 2026.
What kind of firm is Fletcher Financial Group?
Fletcher Financial Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Fletcher Financial Group’s clients?
By assets, its largest client types are individuals ($133 million, 500 clients).
Does Fletcher Financial Group have any disciplinary history?
Fletcher Financial Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Fletcher Financial Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →