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FINANCIAL STRATEGIES GROUP, INC
CRD 289054File 801-110898
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.FSGMICHIGAN.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 27 | increased by2 |
| Apr 1, 2026 | Clients | 1,224 | 1,284 | increased by60 |
| Apr 1, 2026 | AUM | $550,090,756 | $677,379,652 | increased by$127,288,896 |
| Apr 1, 2026 | Accounts | 3,170 | 3,463 | increased by293 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 25 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,381 | 1,224 | decreased by157 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $459,338,024 | $550,090,756 | increased by$90,752,732 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,239 | 3,170 | decreased by69 |
| Apr 1, 2022 | Employees | 22 | 24 | increased by2 |
| Apr 1, 2022 | Clients | 1,219 | 1,381 | increased by162 |
| Apr 1, 2022 | AUM | $380,071,427 | $459,338,024 | increased by$79,266,597 |
| Apr 1, 2022 | Accounts | 2,755 | 3,239 | increased by484 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FINANCIAL STRATEGIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FINANCIAL STRATEGIES” may also match similarly-named firms). Confirm identity against each filing.
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.