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AMERICAN FINANCIAL MANAGEMENT, LTD.

OWINGS MILLS, MD · CRD 111016 · IAPD ↗ · (443) 339-2115

$31.6MRegulatory AUM
2Advisory reps
2Employees
10Clients
1-10Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — AMERICAN FINANCIAL MANAGEMENT, LTD. moved its main office from TOWSON, MD to OWINGS MILLS, MD.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
March 2026 — AMERICAN FINANCIAL MANAGEMENT, LTD. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
March 2025 — AMERICAN FINANCIAL MANAGEMENT, LTD. changed its website from afm-reps.com to afm-ria.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
25
February 2024 — AMERICAN FINANCIAL MANAGEMENT, LTD. changed its website from afm-invest.com to afm-reps.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
February 2024 — AMERICAN FINANCIAL MANAGEMENT LTD is now doing business as AMERICAN FINANCIAL MANAGEMENT, LTD..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
75
February 2024 — AMERICAN FINANCIAL MANAGEMENT, LTD. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.