RIA Intel›Advisers›Ohio›ANDERSON FINANCIAL STRATEGIES, LLC

ANDERSON FINANCIAL STRATEGIES, LLC

Advisory

N·DAYTON, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$402M
1-Year AUM Growth
+19.5%
3-Year CAGR
+22.8%
Employees
5
Assets Under Management
Total AUM$402M
Discretionary AUM$402M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients241
Team
Total Employees5
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingJun 4, 2021
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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