# Advanced Financial Strategists Inc

> Advanced Financial Strategists Inc is a state-registered investment advisory firm, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 106463
- Filed as: ADVANCED FINANCIAL STRATEGISTS INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/106463
- AdvisorCensus page: https://advisorcensus.com/firm/advanced-financial-strategists-inc-106463

## Quick answers

**How is Advanced Financial Strategists Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Advanced Financial Strategists Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Advanced Financial Strategists Inc registered with the SEC or a state?**
Advanced Financial Strategists Inc is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 106463.

**How much does Advanced Financial Strategists Inc manage?**
Advanced Financial Strategists Inc reports $60,628,903 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (81% discretionary).

**What types of clients does Advanced Financial Strategists Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (13).

**Does Advanced Financial Strategists Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/106463

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $60,628,903
- Discretionary: $49,046,236
- Non-discretionary: $11,582,667

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $10,151,201 |
| High net worth individuals | 13 | $50,477,702 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advancedfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advanced Financial Strategists Inc (CRD 106463): Form ADV filing data as of October 2026.