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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 December 2025","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Financial Management Network have?","answer":"Financial Management Network has 21 investment adviser representatives registered with state securities authorities, out of 50 employees, and 21 perform investment advisory functions. 21 employees are registered representatives of a broker-dealer and 24 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Financial Management Network invest in?","answer":"At the end of its last fiscal year, Financial Management Network’s separately managed accounts held 43% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities, 6% cash and equivalents, 5% state and local bonds, 4% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Financial Management Network?","answer":"Financial Management Network is owned through a trust by Kathy Merwin. Its direct owners are Merwin Family Trust Dated April 5, 2001, FMN Esop Utd 09/22/2006, Jeffrey G Merwin Irrevocable Trust, Dated December 29, 2021, Jeffrey G Merwin Irrevocable Trust, Matthew M. Merwin Irrevocable Trust Dated December 28, 2021 and Matthew M. Merwin Irrevocable Trust, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 19 December 2025","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Financial Management Network get paid?","answer":"Financial Management Network is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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