FINANCIAL SECURITY MANAGEMENT, INC

← Back to list

UUID4672dcb1-2672-5fac-8f34-bb8efb533287

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	116570	116570	—	1.0
sec_file_number	801-81072	801-81072	—	—

Profile

WebsiteHTTP://WWW.FSM-INC.COM

HQ CityLAKEWOOD

HQ StateCO

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)556,022,719.0
RAUM (discretionary)556,022,719.0
Actionable assets338,665,341.0
Accounts2,578.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM338,665,341.0

As of 2025-06-13 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
LARKIN, JEFFREY, SCOTT	PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015110", "owner_id": "2425890", "source": "adv_part1", "table": "Schedule_A_B"}
TERRY, AMY, LOUISE	VICE PRESIDENT	EMPLOYEE	—	{"filing_id": "2015110", "owner_id": "2313945", "source": "adv_part1", "table": "Schedule_A_B"}
TORRISON, JEFFREY, STEVEN	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2015110", "owner_id": "1695663", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

LARKIN, JEFFREY, SCOTT

PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2015110", "owner_id": "2425890", "source": "adv_part1", "table": "Schedule_A_B"}

TERRY, AMY, LOUISE

VICE PRESIDENT

EMPLOYEE

—

{"filing_id": "2015110", "owner_id": "2313945", "source": "adv_part1", "table": "Schedule_A_B"}

TORRISON, JEFFREY, STEVEN

SHAREHOLDER

EMPLOYEE

—

{"filing_id": "2015110", "owner_id": "1695663", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:34 • csv
```
{
  "date_submitted": "09/09/2025 03:26:33 PM",
  "filing_id": "2015110",
  "reg_type": "IA"
}
```

FINANCIAL SECURITY MANAGEMENT, INC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1