Investment adviser · CRD 289054
FINANCIAL STRATEGIES GROUP, INC
Investment adviser filing (IA)
OKEMOS, MI, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $677M Form ADV · Item 5.F
- Client accounts
- 3,463 Accounts, not individual clients
- Employees
- 27 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 195 | $350,522,056 | 51.7% |
| Individuals | 1,086 | $314,871,853 | 46.5% |
| Retirement plans | Fewer than 5 | $9,698,811 | 1.4% |
| Charities | Fewer than 5 | $2,286,932 | 0.3% |
Filing source
Form ADV 2076143 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2270 JOLLY OAK ROAD., SUITE 2OKEMOS, MI, 48864, United States
CRD 289054
Filing source
Form ADV 2076143 · Mar 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.