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| Keyboard |
| Certified Financial Strategies Corporation
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|---|---|
| CRD # | 114361 |
| SEC # | 801-132742 |
| CIK # | |
| AUM | 133.3 M (2026-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 972-702-8121 |
| Address | 12700 Hillcrest Rd, Ste 210 Dallas, TX 75230 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 26.8 |
| (b) Individuals (high net worth individuals) | 64 | 92.8 |
| (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 | 1 | 1.3 |
| (h) Charitable organizations | 1 | 1.0 |
| (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 | 2 | 0.8 |
| (n) Other | 15 | 10.5 |
| Total | 300 | 133.3 |
| By Discretionary | ||
| Discretionary | 182 | 86.4 |
| Non-Discretionary | 118 | 46.9 |
| Total | 300 | 133.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.3 | |
| Total | 300 | 133.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Rechter Wealth Management LLC
✚
|
133.5 M | |
|
Blue Jean Financial LLC
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NY | 133.3 M |
|
V M Manning & Co Inc
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|
Lifecapital Partners LLC
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|
Jacobs Equity
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UT | 133.2 M |
|
Kanos Capital Management LLC
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|
Family Financial Group
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LA | 133.0 M |
|
Safran Wealth Advisors LLC
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|
NY | 132.9 M |
|
Truadvisors Financial LLC
✚
|
FL | 132.7 M |
|
Resource 1 Inc
✚
|
VA | 132.7 M |