Data / Investment advisers / Louisiana / Fletcher Financial Group
Fletcher Financial Group, West Monroe, LA: $133 million AUM, SEC registered investment adviser
Fletcher Financial Group is an SEC registered investment adviser with its main office in West Monroe, Louisiana and reports $133 million in regulatory assets under management in its Form ADV filed March 2, 2026. Its clients include individuals. It is paid through a percentage of assets under management, commissions and other fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 152609
- SEC file number
- 801-135491
- SEC status
- Approved, effective March 5, 2026
- Legal name
- Family Financial Group
- Main office
- 3800 Cypress St, West Monroe, LA 71291
- Phone
- (318) 387-8918
- Website
- fletcherfinancialgroup.net
- Regulatory AUM
- $133,000,000 in the Form ADV filed March 2, 2026
- Discretionary AUM
- $133,000,000
- Accounts
- 713
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, commissions, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 500 | $133 million |
Other advisers in Louisiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kropog Financial Group, LLC | Mandeville | $160.5 million | Not listed | adviserinfo.sec.gov |
| Pinnacle Asset Management Group, Corporation (Inc.) | Shreveport | $156.4 million | Not listed | adviserinfo.sec.gov |
| Stone Wealth Partners LLC | Lafayette | $142.9 million | Not listed | adviserinfo.sec.gov |
| Broussard Financial Group, LLC | Kaplan | $138.8 million | Not listed | adviserinfo.sec.gov |
| Harger and Company, Inc. | Baton Rouge | $137 million | Not listed | adviserinfo.sec.gov |
| Crescent City Retirement Group | Metairie | $130.9 million | Not listed | adviserinfo.sec.gov |
| JCN Financial & Tax Advisory Group, LLC | Baton Rouge | $130.5 million | Not listed | adviserinfo.sec.gov |
| Castellano & Associates | Shreveport | $129.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Louisiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Fletcher Financial Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.