RIA Intel›Advisers›Michigan›APPLIED BENEFIT STRATEGIES, INC.

APPLIED BENEFIT STRATEGIES, INC.

Advisory

BLOOMFIELD HILLS, MI

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in MI

#415

of 521 advisers by AUM

Average account

$430K

across 213 accounts

AUM per adviser

$46M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$92M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$92M

Discretionary AUM$92M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients131

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

131 clients

32 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

WORLDWIDE CAPITAL ADVISORS, LLC

$90M

WEALTHSPAN INVESTMENT MANAGEMENT, LLC

GRAND RAPIDS, MI

$93M

MCN INVESTMENT MANAGEMENT CO.

$90M

NORTHSTAR FINANCIAL PARTNERS, INC.

$94M

WITTENBERG INVESTMENTS INC.

$89M

THE BROCK GROUP, LLC

$94M

Get the full picture on APPLIED BENEFIT STRATEGIES, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track APPLIED BENEFIT STRATEGIES, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans