Strauss Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Hoover, AL. Its latest Form ADV filing, dated February 25, 2026, reports $276M in regulatory assets under management, 6 employees, and 800 accounts.
Assets Under Management
$276M
Employees
6
Offices
--
Total Clients
213
Primary office
HOOVER, AL
1800 INTERNATIONAL PARK DRIVE, SUITE 190, HOOVER, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.1% of total clients.
Top client categories% of clientsClients
1
Individuals
99.1%
211
2
HNWI
0.5%
1
3
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$276Mas of February 25, 2026
Discretionary100.0%
$276M
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$276M
Total Accounts800
10Y AUM Change+$276M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee36:1
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.