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Financial Strategies Group, Inc

● SEC registered since 2017CRD 289054SEC# 801-110898Okemos, MI
Export (members)
Reg. AUM
$550.1M
Employees
25
Accounts
3,170
Location
Okemos, MI

Financial Strategies Group, Inc assets under management

Financial Strategies Group, Inc operates as an SEC-registered investment adviser based in Okemos, MI. The firm has been registered since 2017. It reports $550.1 million in regulatory assets under management and employs 25 people.
www.facebook.com/financialstrategiesgroupView on SEC.gov ↗

Financial Strategies Group, Inc owners & executives

4 reported
NameTitleOwnershipSince
Brandon Ellis Carter ControlPrincipal50-75%2017
Brice Patrick Carter ControlVice President & Chief Investment Officer25-50%2017
Brittany Ann CulverCeo & Financial AdvisorUnder 5%2023
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Frequently asked questions

How much does Financial Strategies Group, Inc manage?

Financial Strategies Group, Inc reports $550.1 million in regulatory assets under management on its Form ADV.

How many employees does Financial Strategies Group, Inc have?

Financial Strategies Group, Inc reports 25 employees.

Where is Financial Strategies Group, Inc located?

Financial Strategies Group, Inc is based in Okemos, MI and has been SEC-registered since 2017.

Does Financial Strategies Group, Inc disclose fund performance?

Financial Strategies Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2270 Jolly Oak Road., Suite 2, Okemos, MI 48864
Phone(800) 804-0420
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$550.1M
Non-discretionary$920
Total (RAUM)$550.1M