# 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.

- CRD: 135173
- Filed as: ASSET MANAGEMENT STRATEGIES, INC.
- Also doing business as: BLUESAFE FINANCIAL, TIMMONS FINANCIAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135173
- AdvisorCensus page: https://advisorcensus.com/firm/asset-management-strategies-inc-indianapolis-in-135173

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Up to $499,999: 1.5% a year
- $500,000 to $999,999: 1.25% a year
- Above $1,000,000: 1% a year

> 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

> There is no current minimum account size or minimum annual fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $220,241,744
- Discretionary: $220,241,744
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,110 | $220,241,744 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2016 (9 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, IN, MD, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Frankfort, IN
- Lafayette, IN

### Websites listed on Form ADV (Item 1.I)
- [401k.partners](https://401k.partners)
- [amsria.com](https://amsria.com)
- [bluesafefinancial.com](https://bluesafefinancial.com)
- [timmonsfinancialservices.com](https://timmonsfinancialservices.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $141,657,332 | 9 | March 30, 2021 |
| October 2022 | $157,456,068 | 8 | March 31, 2022 |
| October 2023 | $146,885,632 | 8 | March 29, 2023 |
| October 2024 | $185,758,556 | 8 | March 29, 2024 |
| October 2025 | $207,398,966 | 8 | March 28, 2025 |
| October 2026 | $220,241,744 | 8 | March 31, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Management Strategies, Inc. (CRD 135173): Form ADV filing data as of October 2026.