AdvisorCensus / Financial advisors / Indiana / Indianapolis / Asset Management Strategies, Inc.
Asset Management Strategies, Inc. is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Asset Management Strategies, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Asset Management Strategies, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Asset Management Strategies, Inc. charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $499,999: 1.5% a year; $500,000 to $999,999: 1.25% a year; Above $1,000,000: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Asset Management Strategies, Inc. located?
Asset Management Strategies, Inc.'s principal office is in Indianapolis, IN, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Asset Management Strategies, Inc. registered with the SEC or a state?
Asset Management Strategies, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 135173.
How much does Asset Management Strategies, Inc. manage?
Asset Management Strategies, Inc. reports $220,241,744 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Asset Management Strategies, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Asset Management Strategies, Inc.: Regulatory assets under management: $141,657,332 in the October 2021 data and $220,241,744 in the October 2026 data, up 55%. Total employees: 9 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Asset Management Strategies, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,110).
Does Asset Management Strategies, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135173
Does Asset Management Strategies, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "There is no current minimum account size or minimum annual fee."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $499,999 | 1.5% |
| $500,000 to $999,999 | 1.25% |
| Above $1,000,000 | 1% |
The brochure's wording
The annual Advisory Service Agreement fee is based on a percentage of the investable assets per the following schedule: 1.50% on Total Account Values up to $499,999 1.25% on Total Account Values $500,000 to $999,999
1.00% on Total Account Values $1,000,000 and over.
Account minimum: None
The brochure's wording
There is no current minimum account size or minimum annual fee.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$220,241,744 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Also doing business as
- BLUESAFE FINANCIAL, TIMMONS FINANCIAL LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (9 years)
- Employees
- Total: 8. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the April 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $220,241,744 | 8 | March 31, 2026 |
| October 2025 | $207,398,966 | 8 | March 28, 2025 |
| October 2024 | $185,758,556 | 8 | March 29, 2024 |
| October 2023 | $146,885,632 | 8 | March 29, 2023 |
| October 2022 | $157,456,068 | 8 | March 31, 2022 |
| October 2021 | $141,657,332 | 9 | March 30, 2021 |
Regulatory assets under management: $141,657,332 in the October 2021 data and $220,241,744 in the October 2026 data, up 55%.
Total employees: 9 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Asset Management Strategies, Inc. (CRD 135173): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/asset-management-strategies-inc-indianapolis-in-135173