Fletcher Financial Group: new SEC registration, $133M AUM, West Monroe, LA
Fletcher Financial Group (West Monroe, Louisiana): new SEC registration, $133M AUM, West Monroe, LA. Its amount of 133 is below the median of 134 (49th percentile). Dated 244 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 133 · 49th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 6 related LA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Fletcher Financial Group |
| Legal name | Family Financial Group |
| CRD | 152609 |
| Status | Approved |
| Registered with the SEC | 2026-03-05 |
| Latest Form ADV filing | 2026-03-02 |
| Location | West Monroe, LA, United States |
| Regulatory AUM | $133,000,000 |
| Accounts | 713 |
| Employees | 5 |
| Website | HTTP://FLETCHERFINANCIALGROUP.NET/ |
| amount percentile | 49th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (7 LA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-05
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (LA first): Jcn Financial & Tax Advisory Group, LLC · Pelican Investment Advisors, LLC · Pelican Advisory LLC · Advocacy Financial LLC · Vanguard Capital Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Fletcher Financial Group and 7 Louisiana peers
- Louisiana NewRiaPulse records like this one: 7
- Fletcher Financial Group's amount: 49th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Louisiana peer: $1,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $133M under management.
- Website on file.
What is the NewRiaPulse record for Fletcher Financial Group in West Monroe, Louisiana?
Fletcher Financial Group received SEC registration as an investment adviser (2026-03-05) with $133,000,000 in regulatory assets under management, based in West Monroe, LA.
How does Fletcher Financial Group compare to other Louisiana NewRiaPulse records?
Its amount of 133 is below the median (49th percentile); smaller records often move faster and face less competition. It is 244 days old; check the official source for later updates before acting.
Fletcher Financial Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Fletcher Financial Group | West Monroe, LA | 133 | 49th | 2026-03-05 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.