# FOLDES FINANCIAL MANAGEMENT, LLC

FOLDES FINANCIAL MANAGEMENT, LLC of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 147285
- Type: SEC-registered investment adviser
- SEC file number: 801-69309
- Location: 9150 SOUTH DADELAND BLVD., SUITE 902, MIAMI, FL, 33156
- Phone: 305-670-0545
- Latest filing: 2014-03-20
- Regulatory AUM: $570.6M
- Discretionary AUM: $570.6M
- Clients: 5
- Accounts: 1,854

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| HACKER JUSTIN BRUCE | SECRETARY/TREASURER | — |
| BENTON MARVIN RUSH | PRESIDENT | — |
| HENRY MICHAEL KEITH | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER; VP / CHIEF COMPLIANCE OFFICER | — |
| FOLDES STEVEN MICHAEL | CEO; CEO AND CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147285/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147285/similar
- Related entities: https://search.stillhousedata.com/firm/147285/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147285

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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.