Certified Financial Strategies Corporation
Certified Financial Strategies Corporation is an SEC-registered mass-market adviser in Dallas, TX with $133.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Certified Financial Strategies Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114361, SEC 801-132742, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $133.3M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Dallas, TX
- Employees
- 2
- Clients
- 163
- CRD
- 114361
- Ownership
- ASEL, ROGER, STEVEN; EDGERTON, JASON, ALAN
How much AUM does Certified Financial Strategies Corporation have?
Certified Financial Strategies Corporation reported $133.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Certified Financial Strategies Corporation?
Disclosed owners and executives of Certified Financial Strategies Corporation include ASEL, ROGER, STEVEN, EDGERTON, JASON, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.