← Directory
TEAM FINANCIAL STRATEGIES
Legal name: J. TEAM FINANCIAL, INC.
CRD 134104File 801-78596
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$262.0M
Below cohort median (national)
Discretionary AUM
$243.6M
Non-discretionary $18.4M
Clients
292
1,205 accounts
Employees
11
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 23, 2013
- Principal office
- 425 CYPRESS ST., ABILENE, TX, 79601
- Phone
- 325-480-1587
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $262.0M
- Discretionary AUM
- $243.6M
- Non-discretionary AUM
- $18.4M
- Discretionary accounts
- 1,129
- Non-discretionary accounts
- 76
- Total accounts
- 1,205
- AUM per client
- $897K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $1.8M |
| Investment companies | 1 | $18.2M |
| High net worth individuals | 72 | $159.2M |
| Pooled investment vehicles | 1 | $9.7M |
| Pension and profit sharing plans | Fewer than 5 | $14.1M |
| Individuals (other than high net worth individuals) | 211 | $59.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- 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
- 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.