RIA Intel›Advisers›Ohio›TOTAL FINANCIAL MANAGEMENT, LLC

TOTAL FINANCIAL MANAGEMENT, LLC

Advisory

POLAND, OH

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in OH

#625

of 748 advisers by AUM

Average account

$286K

across 314 accounts

AUM per adviser

$45M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$90M

Discretionary AUM$88M

Non-Discretionary AUM$2M

Discretionary %97.9%

Total Clients184

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, PA, 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

184 clients

22 high-net-worth

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

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

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