# Momentum Financial Strategies, LLC

> Momentum Financial Strategies, LLC is a state-registered investment advisory firm in Stafford, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 21, 2025.

- CRD: 315885
- Filed as: MOMENTUM FINANCIAL STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Stafford, TX
- Filing period: October 2026
- Form ADV filing dated: March 21, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315885
- AdvisorCensus page: https://advisorcensus.com/firm/momentum-financial-strategies-llc-stafford-tx-315885

## Quick answers

**How is Momentum Financial Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Momentum Financial Strategies, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Momentum Financial Strategies, LLC located?**
Momentum Financial Strategies, LLC's principal office is in Stafford, TX, according to its Form ADV.

**Is Momentum Financial Strategies, LLC registered with the SEC or a state?**
Momentum Financial Strategies, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 315885.

**How much does Momentum Financial Strategies, LLC manage?**
Momentum Financial Strategies, LLC reports $1,211,788 in regulatory assets under management in its Form ADV filing dated March 21, 2025 (11% discretionary).

**What types of clients does Momentum Financial Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Momentum Financial Strategies, 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/315885

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,211,788
- Discretionary: $130,000
- Non-discretionary: $1,081,788

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $130,000 |
| High net worth individuals | 0 | $0 |
| 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) | 1 | $1,081,788 |
| 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
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Momentum Financial Strategies, LLC (CRD 315885): Form ADV filing data as of October 2026.