# FINANCIAL MANAGEMENT NETWORK INC

FINANCIAL MANAGEMENT NETWORK INC of MISSION VIEJO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110454
- Type: SEC-registered investment adviser
- SEC file number: 801-40473
- Location: 26041 ACERO, MISSION VIEJO, CA, 92691
- Phone: 949-455-0300
- Latest filing: 2025-12-19
- Regulatory AUM: $2.1B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $584.0M
- Clients: 50
- Accounts: 4,474

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Scott Merwin | MANAGING PARTNER / ADVISORY BOARD MEMBER | — |
| Jeffrey George Merwin | MANAGING PARTNER/TTEE"/CHIEF COMPLIANCE OFFICER | — |
| Matthew Michael Merwin | MANAGING PARTNER/TRUSTEE | — |
| John J Merwin | TRUSTEE | — |
| Kathy Jane Merwin | TRUSTEE | — |
| MERWIN MATTHEW SCOTT | MANAGING PARTNER / ADVISORY BOARD MEMBER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| MERWIN KATHY JANE | TRUSTEE | — |
| MERWIN JEFFREY GEORGE | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER/TTEE"/CHIEF COMPLIANCE OFFICER | — |
| MERWIN MATTHEW MICHAEL | MANAGING PARTNER/TRUSTEE | — |
| MERWIN JOHN J | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110454/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110454/similar
- Related entities: https://search.stillhousedata.com/firm/110454/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110454

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.