RIA Intel›Advisers›Indiana›STRONG FINANCIAL SERVICES CORPORATION

STRONG FINANCIAL SERVICES CORPORATION

Advisory

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account

$81K

across 73 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$6M

Discretionary AUM$0

Non-Discretionary AUM$6M

Discretionary %0%

Total Clients52

Team

Total Employees4

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

52 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.

EN+ WEALTH LLC

$6M

INDY WEALTH SOLUTIONS, LLC

$6M

CROWE FINANCIAL ADVISORS, LLC

INDIANAPOLIS, IN

$6M

-90.8% 1Y

PREMIERE PLANNING INC.

$6M

AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC.

WHITING, IN

$6M

DAVISON WEALTH MANAGEMENT, LLC

$6M

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