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FINANCIAL SOLUTIONS ADVISORY GROUP
Legal name: FINANCIAL SOLUTIONS ADVISORY GROUP, INC.
CRD 125218File 801-62068
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$935.0M
Above cohort median (national)
Discretionary AUM
$900.0M
Non-discretionary $35.0M
Clients
360
360 accounts
Employees
10
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 6, 2003
- Principal office
- 8700 W. BRYN MAWR AVENUE, SUITE 410-N, CHICAGO, IL, 60631
- Phone
- 773-714-1540
- Website
- HTTP://FSADVISORYGROUP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $935.0M
- Discretionary AUM
- $900.0M
- Non-discretionary AUM
- $35.0M
- Discretionary accounts
- 350
- Non-discretionary accounts
- 10
- Total accounts
- 360
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $35.0M |
| High net worth individuals | 350 | $900.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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.