ANDERSON FINANCIAL STRATEGIES, LLC

CRD 290343File 801-121691

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$402.1M

Below cohort median (national)

Discretionary AUM

$402.1M

Clients

230

230 accounts

Employees

Above cohort median in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 2, 2021
Principal office: 2500 STRATACACHE TOWER, 40 N MAIN ST., DAYTON, OH, 45423
Phone: (855)237-4545
Website: https://www.facebook.com/AndersonFinancialStrategies/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $402.1M
Discretionary AUM: $402.1M
Non-discretionary AUM: $0
Discretionary accounts: 230
Non-discretionary accounts: 0
Total accounts: 230
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$7.2M
Charitable organizations	6	$3.5M
High net worth individuals	71	$162.5M
Pension and profit sharing plans	37	$196.1M
Individuals (other than high net worth individuals)	111	$32.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
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 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.