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| Keyboard |
| Advanced Financial Strategies Inc
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|---|---|
| CRD # | 108296 |
| SEC # | 801-57835 |
| CIK # | |
| AUM | 251.7 M (2026-03-31) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Phone | 949-502-5333 |
| Address | 5 Hubble Irvine, CA 92618 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 10.4 |
| (b) Individuals (high net worth individuals) | 89 | 236.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 251.7 |
| By Discretionary | ||
| Discretionary | 381 | 251.2 |
| Non-Discretionary | 7 | 0.5 |
| Total | 388 | 251.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.7 | |
| Total | 388 | 251.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Morgan Dempsey Capital Management LLC
✚
|
WI | 252.3 M |
|
QCA Capital Management Inc
✚
|
CA | 252.2 M |
|
DB & C Advisors LLC
✚
|
MI | 252.2 M |
|
Principled Wealth Advisors LLC
✚
|
KY | 252.1 M |
|
Fischer Investment Strategies LLC
✚
|
CA | 251.9 M |
|
Bridges Capital LLC
✚
|
FL | 251.6 M |
|
Riverchase Wealth Management LLC
✚
|
TX | 251.5 M |
|
Talisman Wealth Advisors LLC
✚
|
NJ | 251.3 M |
|
Windward Wealth Strategies Inc
✚
|
WI | 251.2 M |
|
Cassia Capital Partners LLC
✚
|
NC | 251.2 M |