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SS&H FINANCIAL ADVISORS, INC.
CRD 112256File 801-17015
APPROVED
Retail clients
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$482.2M
Above cohort median (national)
Discretionary AUM
$463.2M
Non-discretionary $19.0M
Clients
116
252 accounts
Employees
2
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 9, 1982
- Principal office
- 50 W BIG BEAVER RD SUITE 225, TROY, MI, 48084
- Phone
- 248-538-9755
- Website
- HTTP://WWW.SSHADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $482.2M
- Discretionary AUM
- $463.2M
- Non-discretionary AUM
- $19.0M
- Discretionary accounts
- 249
- Non-discretionary accounts
- 3
- Total accounts
- 252
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $22.3M |
| High net worth individuals | 67 | $435.5M |
| Individuals (other than high net worth individuals) | 46 | $24.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.