Financial Strategies Group, Inc
● SEC registered since 2017CRD 289054SEC# 801-110898Okemos, MI
Reg. AUM
$677.4M
Employees
27
Accounts
3,463
Location
Okemos, MI
Financial Strategies Group, Inc assets under management
Financial Strategies Group, Inc operates as an SEC-registered investment adviser based in Okemos, MI. The firm has been registered since 2017. It reports $677.4 million in regulatory assets under management and employs 27 people.
Financial Strategies Group, Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Ellis Carter Control | Principal | 25-50% | 2017 |
| Brice Patrick Carter Control | Vice President & Chief Investment Officer | 25-50% | 2017 |
| Brittany Ann Culver | Ceo & Financial Advisor | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Strategies Group, Inc manage?
Financial Strategies Group, Inc reports $677.4 million in regulatory assets under management on its Form ADV.
How many employees does Financial Strategies Group, Inc have?
Financial Strategies Group, Inc reports 27 employees.
Where is Financial Strategies Group, Inc located?
Financial Strategies Group, Inc is based in Okemos, MI and has been SEC-registered since 2017.
Does Financial Strategies Group, Inc disclose fund performance?
Financial Strategies Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2270 Jolly Oak Road., Suite 2, Okemos, MI 48864 |
| Phone | (800) 804-0420 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$677.4M▲ 45%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$677.4Mregulatory AUM
Discretionary $677.4M