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FINANCIAL STRATEGIES GROUP, INC
CRD 289054File 801-110898
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$677.4M
Above cohort median (national)
Discretionary AUM
$677.4M
Clients
1,284
3,463 accounts
Employees
27
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 1, 2017
- Principal office
- 2270 JOLLY OAK ROAD., SUITE 2, OKEMOS, MI, 48864
- Phone
- (800) 804-0420
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $677.4M
- Discretionary AUM
- $677.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,463
- Non-discretionary accounts
- 0
- Total accounts
- 3,463
- AUM per client
- $528K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.3M |
| High net worth individuals | 195 | $350.5M |
| Pension and profit sharing plans | Fewer than 5 | $9.7M |
| Individuals (other than high net worth individuals) | 1,086 | $314.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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 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.