RIA Intel›Advisers›Indiana›AUSTIN FINANCIAL STRATEGIES, INC.

AUSTIN FINANCIAL STRATEGIES, INC.

Advisory

INDIANAPOLIS, IN

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$186K

across 106 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIN

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

79 clients

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

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Advisers of similar size in IN

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

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VECTOR FINANCIAL SERVICES, LLC

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MYERS ASSET MANAGEMENT LLC

$19M

EVIA INVESTMENT ADVISORS, LLC

$19M

BROOKS INVESTMENT ADVISORY SERVICE

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