Anderson Financial Strategies, LLC
Anderson Financial Strategies, LLC is an SEC-registered wealth manager in Dayton, OH with $402.1M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Anderson Financial Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290343, SEC 801-121691, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $402.1M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Dayton, OH
- Employees
- 7
- Clients
- 230
- CRD
- 290343
- Ownership
- ANDERSON, SHON, P
How much AUM does Anderson Financial Strategies, LLC have?
Anderson Financial Strategies, LLC reported $402.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Anderson Financial Strategies, LLC?
Disclosed owners and executives of Anderson Financial Strategies, LLC include ANDERSON, SHON, P. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.