Financial Strategies Group, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Okemos, MI. Its latest Form ADV filing, dated March 25, 2026, reports $677M in regulatory assets under management, 27 employees, 1 office, and 3,463 accounts.
Assets Under Management
$677M
Employees
27
Offices
1 office
Total Clients
1,284
Primary office
OKEMOS, MI
2270 JOLLY OAK ROAD., SUITE 2, OKEMOS, MI, United States
Top client segmentIndividuals represent 84.6% of total clients.
Top client categories% of clientsClients
1
Individuals
84.6%
1,086
2
HNWI
15.2%
195
3
Charitable
0.2%
2
4
Pension Plans
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$677Mas of March 25, 2026
Discretionary100.0%
$677M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$677M
Total Accounts3,463
10Y AUM Change+$677M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee48:1
10Y Employee Change+21 (+350.0%)
* 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.