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| Financial Strategies Inc
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|---|---|
| CRD # | 113097 |
| SEC # | 801-125921 |
| CIK # | 0001774343 |
| AUM | 149.8 M (2026-03-09) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 262-821-1664 |
| Address | 13555 Bishops Court Brookfield, WI 53005 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 32.2 | ||
| Alphabet Inc | 15.4 | ||
| Amazon Com Inc | 15.1 | ||
| Progressive Corp/Oh/ | 13.6 | ||
| Factset Research Systems Inc | 12.0 | ||
| J P Morgan Chase & Co | 11.0 | ||
| Ace Ltd | 10.8 | ||
| Capital One Financial Corp | 10.4 | ||
| Berkley W R Corp | 9.9 | ||
| HCA Holdings Inc | 9.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 93.9 |
| (b) Individuals (high net worth individuals) | 19 | 55.9 |
| (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 | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 560 | 149.8 |
| By Discretionary | ||
| Discretionary | 560 | 149.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 560 | 149.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.8 | |
| Total | 560 | 149.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001774343] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Titletown Wealth Management LLC
✚
|
WI | 150.3 M |
|
Financial Management Advisors Inc
✚
|
TN | 149.9 M |
|
Cavalcade Capital LLC
✚
|
NY | 149.9 M |
|
White & Company Financial Planning Inc
✚
|
WA | 149.8 M |
|
Sonas Financial Group Inc
✚
|
MO | 149.8 M |
|
Keen Capital LLC
✚
|
149.7 M | |
|
Polaris Financial Planning LLC
✚
|
149.7 M | |
|
Monson Wealth Management Inc
✚
|
WA | 149.5 M |
|
Fund Advisors of America Inc
✚
|
FL | 149.4 M |
|
Cardenas Asset Management LLC
✚
|
149.3 M |