CERTIFIED FINANCIAL STRATEGIES CORPORATION

CRD 114361File 801-132742

APPROVED

Retail clients

Custody

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$133.3M

Bottom 25% of cohort (national)

Discretionary AUM

$86.4M

Non-discretionary $46.9M

Clients

148

300 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: May 8, 2025
Principal office: 12700 HILLCREST RD., STE. 210, DALLAS, TX, 75230
Phone: 972-702-8121
Website: HTTP://WWW.CFSCORP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $133.3M
Discretionary AUM: $86.4M
Non-discretionary AUM: $46.9M
Discretionary accounts: 182
Non-discretionary accounts: 118
Total accounts: 300
AUM per client: $901K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$833K
Charitable organizations	Fewer than 5	$1.0M
High net worth individuals	64	$92.8M
Pension and profit sharing plans	Fewer than 5	$1.3M
Individuals (other than high net worth individuals)	80	$26.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	163	148
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.