Anderson Financial Strategies, LLC
● SEC registered since 2021CRD 290343SEC# 801-121691Dayton, OH
Reg. AUM
$402.1M
Employees
7
Accounts
230
Location
Dayton, OH
Anderson Financial Strategies, LLC assets under management
Anderson Financial Strategies, LLC is a registered investment adviser overseen by the SEC based in Dayton, OH. The firm has been registered since 2021. It reports $402.1 million in regulatory assets under management and employs 7 people.
Anderson Financial Strategies, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shon P Anderson Control | Chief Compliance Officer & Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Anderson Financial Strategies, LLC manage?
Anderson Financial Strategies, LLC reports $402.1 million in regulatory assets under management on its Form ADV.
How many employees does Anderson Financial Strategies, LLC have?
Anderson Financial Strategies, LLC reports 7 employees.
Where is Anderson Financial Strategies, LLC located?
Anderson Financial Strategies, LLC is based in Dayton, OH and has been SEC-registered since 2021.
Does Anderson Financial Strategies, LLC disclose fund performance?
Anderson Financial Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2500 Stratacache Tower, 40 N Main St., Dayton, OH 45423 |
| Phone | (855)237-4545 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2018166 |
| Discloses disciplinary history | No |
Regulatory AUM
$402.1M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$402.1Mregulatory AUM
Discretionary $402.1M