Team Financial Strategies
Team Financial Strategies is an SEC-registered mass-market adviser in Abilene, TX with $262.0M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Team Financial Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134104, SEC 801-78596, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $262.0M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Abilene, TX
- Employees
- 11
- Clients
- 291
- CRD
- 134104
- Ownership
- TEAM, JOSEPH, SHANE; HAYNES, DARRELL, SCOTT; SHEETS, LANDON, TED; SHEETS, ZACHARY, KYLE; MARION, BLAKE, E
How much AUM does Team Financial Strategies have?
Team Financial Strategies reported $262.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Team Financial Strategies?
Disclosed owners and executives of Team Financial Strategies include TEAM, JOSEPH, SHANE, HAYNES, DARRELL, SCOTT, SHEETS, LANDON, TED, SHEETS, ZACHARY, KYLE, MARION, BLAKE, E. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.