Financial Management Strategies, Inc.
Financial Management Strategies, Inc. is an SEC-registered mass-market adviser in Broadview Hts., OH with $714.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Financial Management Strategies, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 120818, SEC 801-66641, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $714.2M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Broadview Hts., OH
- Employees
- 23
- Clients
- 1,895
- CRD
- 120818
- Ownership
- KNOX, JEFFREY, CHARLES; ELLIOTT, CHARLES, BRIAN; SOLTIS, JENNIFER, LYNN; SOLTIS, JENNIFER, L; CAMILLO, CARL, JOSEPH
How much AUM does Financial Management Strategies, Inc. have?
Financial Management Strategies, Inc. reported $714.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Financial Management Strategies, Inc.?
Disclosed owners and executives of Financial Management Strategies, Inc. include KNOX, JEFFREY, CHARLES, ELLIOTT, CHARLES, BRIAN, SOLTIS, JENNIFER, LYNN, SOLTIS, JENNIFER, L, CAMILLO, CARL, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.