FMI FINANCIAL, LTD.

FMI FINANCIAL, LTD. is an SEC-registered investment adviser (CRD 299806). Regulatory assets under management: $84.1M.

Registration

• CRD: 299806
• Type: Registered investment adviser
• Phone: 630-645-3828
• Latest filing: 2026-01-26
• Regulatory AUM: $84.1M
• Discretionary AUM: $84.1M
• Clients: 2
• Accounts: 380

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299806 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search