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STRAUSS FINANCIAL GROUP
Legal name: STRAUSS WEALTH ADVISING, INC.
CRD 310512File 801-119480
APPROVED
Retail clients
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$276.0M
Below cohort median (national)
Discretionary AUM
$276.0M
Clients
213
800 accounts
Employees
6
Below cohort median in AL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 17, 2020
- Principal office
- 1800 INTERNATIONAL PARK DRIVE, SUITE 190, HOOVER, AL, 35243
- Phone
- (205) 967-9595
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $276.0M
- Discretionary AUM
- $276.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 800
- Non-discretionary accounts
- 0
- Total accounts
- 800
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.0M |
| High net worth individuals | Fewer than 5 | $30.0M |
| Individuals (other than high net worth individuals) | 211 | $243.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 226 | 213 | decreased by13 |
| Mar 1, 2026 | AUM | $240,000,000 | $276,000,000 | increased by$36,000,000 |
| Mar 1, 2026 | Accounts | 250 | 800 | increased by550 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 222 | 226 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $202,000,000 | $240,000,000 | increased by$38,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 500 | 250 | decreased by250 |
| Apr 1, 2022 | Clients | 195 | 222 | increased by27 |
| Apr 1, 2022 | AUM | $160,000,000 | $202,000,000 | increased by$42,000,000 |
| Apr 1, 2022 | Accounts | 603 | 500 | decreased by103 |
| 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 “STRAUSS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRAUSS FINANCIAL” 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.