Certified Financial Strategies Corporation
● SEC registered since 2025CRD 114361SEC# 801-132742Dallas, TX
Reg. AUM
$133.3M
Employees
2
Accounts
300
Location
Dallas, TX
Certified Financial Strategies Corporation assets under management
Certified Financial Strategies Corporation is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2025. It reports $133.3 million in regulatory assets under management and employs 2 people.
Certified Financial Strategies Corporation owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Alan Edgerton Control | President/Majority Owner/Chief Compliance Officer | 50-75% | 2024 |
| Roger Steven Asel Control | Vice President/Minority Owner | 25-50% | 1976 |
Frequently asked questions
How much does Certified Financial Strategies Corporation manage?
Certified Financial Strategies Corporation reports $133.3 million in regulatory assets under management on its Form ADV.
How many employees does Certified Financial Strategies Corporation have?
Certified Financial Strategies Corporation reports 2 employees.
Where is Certified Financial Strategies Corporation located?
Certified Financial Strategies Corporation is based in Dallas, TX and has been SEC-registered since 2025.
Does Certified Financial Strategies Corporation disclose fund performance?
Certified Financial Strategies Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12700 Hillcrest Rd., Ste. 210, Dallas, TX 75230 |
| Phone | 972-702-8121 |
| Fax | 469-726-3822 |
| Office hours | 8:00 - 5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$133.3M▲ 13%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$133.3Mregulatory AUM
Discretionary $86.4MNon-discretionary $46.9M