# Marketstrats, LLC

> Marketstrats, LLC is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 286420
- Filed as: MARKETSTRATS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286420
- AdvisorCensus page: https://advisorcensus.com/firm/marketstrats-llc-286420

## Quick answers

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

**Is Marketstrats, LLC registered with the SEC or a state?**
Marketstrats, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286420.

**How much does Marketstrats, LLC manage?**
Marketstrats, LLC reports $52,402,228 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).

**What types of clients does Marketstrats, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (30); corporations or other businesses not listed above (4).

**Does Marketstrats, LLC 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/286420

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $52,402,228
- Discretionary: $52,402,228
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $14,605,905 |
| High net worth individuals | 30 | $37,043,748 |
| Corporations or other businesses not listed above | 4 | $752,575 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- feeonlynetwork.com/financial-advisor/keith-finkelstein
- marketstrats.com
- Facebook @MARKETSTRATS
- LinkedIn @marketstrats
- X @MARKETSTRATS
- YouTube @UCDasfSTF9eCKrI8Ir6UTMWA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marketstrats, LLC (CRD 286420): Form ADV filing data as of October 2026.