Ss&H Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Troy, MI. Its latest Form ADV filing, dated March 2, 2026, reports $482M in regulatory assets under management, 2 employees, and 252 accounts.
Assets Under Management
$482M
Employees
2
Offices
--
Total Clients
116
Primary office
TROY, MI
50 W BIG BEAVER RD SUITE 225, TROY, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.8% of total clients.
Top client categories% of clientsClients
1
HNWI
57.8%
67
2
Individuals
39.7%
46
3
Charitable
2.6%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$482Mas of March 2, 2026
Discretionary96.1%
$463M
96% of total RAUM96.1%
Non-discretionary3.9%
$19M
4% of total RAUM3.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$482M
Total Accounts252
10Y AUM Change+$365M (+310.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.