AMERICAN FINANCIAL & TAX STRATEGIES, INC.

CRD 115559File 801-44737

APPROVED

Retail clients

Custody

Filing as of Jan 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$279.4M

Below cohort median (national)

Discretionary AUM

$279.4M

Clients

191

584 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Oct 6, 1993
Principal office: 1650 BROADWAY, SUITE 1405, NEW YORK, NY, 10019
Phone: 212-315-0345
Website: HTTP://WWW.THEINTELLIGENTDECISION.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $279.4M
Discretionary AUM: $279.4M
Non-discretionary AUM: $0
Discretionary accounts: 584
Non-discretionary accounts: 0
Total accounts: 584
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$59K
Charitable organizations	6	$605K
High net worth individuals	80	$236.3M
Pension and profit sharing plans	Fewer than 5	$719K
Individuals (other than high net worth individuals)	105	$41.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
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 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.