# Five Talents Financial Management Group

Five Talents Financial Management Group is a Bank / Wealth / Trust based in West Des Moines, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** West Des Moines, United States
- **Region:** North America
- **Address:** West Des Moines, IA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** ftfmg.com
- **LinkedIn:** linkedin.com/company/five-talents-financial-management-group-llc

## Regulatory record

- **CRD number:** 307987
- **SEC file number:** 801-119235
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307987

## About

Five Talents Financial Management Group was founded in 2020 and operates from West Des Moines, Iowa, as a registered investment adviser. The firm provides discretionary investment management to individuals, corporations, trusts, and estates — a classic Midwestern wealth-management practice rather than a multi-strategy institutional platform. The founding year aligns with a wave of adviser startups formed after the pandemic-driven market dislocation, though the specific principals behind Five Talents remain unlisted in public filings. The firm's stated services span investment management, insurance planning, and portfolio management delivered on a discretionary basis. The wealth-management model typically constructs portfolios from individual securities, ETFs, and mutual funds rather than direct private-company investments or fund commitments. No named portfolio holdings, separate accounts, or pooled vehicles are disclosed publicly. Team size and assets under management are not reported. The firm's West Des Moines address places it in a growing financial-services corridor that hosts several advisory practices and the headquarters of major insurance and wealth-management firms. No additional offices, philanthropic vehicles, or affiliated operating businesses have been identified. Five Talents operates as a standard RIA — a small, privately held advisory shop serving local clients.

## Questions

### Who runs investment decisions at Five Talents Financial Management Group?

The principals of the firm are not publicly identified. Five Talents operates without a disclosed CIO, portfolio manager, or leadership team on its public-facing materials or in regulatory filings accessible via standard search. This is not unusual for a small practice where the founding adviser is also the primary decision-maker and relationship manager.

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Last updated: 2026-08-11T02:43:31.692Z

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