RIA Intel›Advisers›Ohio›STREAMLINE FINANCIAL STRATEGIES LTD

STREAMLINE FINANCIAL STRATEGIES LTD

Advisory

ADA, OH

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$70K

across 17 accounts

AUM per adviser

$599K

2 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

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

17 clients

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

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Advisers of similar size in OH

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

VIRGIL WEALTH ADVISORY, LLC

CINCINNATI, OH

$1M

SHAWNEE INVESTMENTS & PLANNING LLC

$1M

BUDAK FINANCIAL GROUP, LLC

$1M

DORSEY GROOMES WEALTH MANAGEMENT LLC

DUBLIN, OH

$1M

PETER DAG & ASSOCIATES, INC.

$1M

-61.5% 1Y

SQUARE PEG FINANCIAL SERVICES, LLC

$1M

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