# FINANCIAL MANAGEMENT CONCEPTS

FINANCIAL MANAGEMENT CONCEPTS of WINTER SPRINGS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 118793
- Type: SEC-registered investment adviser
- SEC file number: 801-62030
- Location: 1700 TOWN PLAZA COURT, WINTER SPRINGS, FL, 32708
- Phone: 407-647-7006
- Latest filing: 2022-03-03
- Regulatory AUM: $188.9M
- Discretionary AUM: $186.7M
- Non-discretionary AUM: $2.2M
- Clients: 5
- Accounts: 631

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| FRICKE BRIAN LEE | PRESIDENT; PRESIDENT, SECY. AND, TREAS.; PRESIDENT, SECY. & TREAS. (+1 more) | — |
| TERRY BRIAN PATRICK | CHIEF COMPLIANCE OFFICER | — |
| VANORE ANTHONY FRANKLIN | CHIEF COMPLIANCE OFFICER | — |
| KELVIN JEFFREY | CHIEF COMPLIANCE OFFICER | — |
| Fricke Annette M | SECRETARY/TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118793/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118793/similar
- Related entities: https://search.stillhousedata.com/firm/118793/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118793

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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.