Team Financial Strategies is an SEC registered investment adviser with a primary office location in Abilene, TX. Its latest Form ADV filing, dated March 30, 2026, reports $262M in regulatory assets under management, 11 employee, 2 offices, and 1,205 accounts.
Top client segmentIndividuals represent 72.3% of total clients.
Top client categories% of clientsClients
1
Individuals
72.3%
211
2
HNWI
24.7%
72
3
Corporations
2.4%
7
4
Investment Cos.
0.3%
1
5
Pooled Investment Vehicles
0.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$262Mas of March 30, 2026
Discretionary93.0%
$244M
93% of total RAUM93.0%
Non-discretionary7.0%
$18M
7% of total RAUM7.0%
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$262M
Total Accounts1,205
10Y AUM Change+$189M (+258.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee27:1
10Y Employee Change+3 (+37.5%)
* 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.