RIA Intel›Advisers›Maryland›FINANCIAL STRATEGIES, INC

FINANCIAL STRATEGIES, INC

Advisory

MD

Data as of Jan 16, 2026 · Source: SEC Form ADV

Average account

$692K

across 28 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$0

Non-Discretionary AUM$19M

Discretionary %0%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMD, TX

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

11 clients

3 high-net-worth

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

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Advisers of similar size in MD

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

PSG INVESTMENT ADVISORS, LLC

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RUDA FINANCIAL LLC

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PARKER FINANCIAL, LLC

$18M

STARK STRATEGIC CAPITAL MANAGEMENT, INC.

$18M

FINANCIAL DIRECTIONS LLP

$20M

SAFE HARBOR INVESTMENT ADVISORS, LLC

$18M

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