# Strauss Financial Group

> Strauss Financial Group is an SEC-registered investment advisory firm in Hoover, AL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 310512
- Filed as: STRAUSS FINANCIAL GROUP
- Legal name: Strauss Wealth Advising, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hoover, AL
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310512
- AdvisorCensus page: https://advisorcensus.com/firm/strauss-financial-group-hoover-al-310512

## Quick answers

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

**Where is Strauss Financial Group located?**
Strauss Financial Group's principal office is in Hoover, AL, according to its Form ADV.

**Is Strauss Financial Group registered with the SEC or a state?**
Strauss Financial Group is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310512.

**How much does Strauss Financial Group manage?**
Strauss Financial Group reports $276,000,000 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Strauss Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Strauss Financial Group: Regulatory assets under management: $160,000,000 in the October 2021 data and $276,000,000 in the October 2026 data, up 73%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strauss Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (211); high net worth individuals (1); charitable organizations (1).

**Which custodians does Strauss Financial Group use?**
Strauss Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Strauss Financial Group 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/310512

**What changed in Strauss Financial Group's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $240,000,000 to $276,000,000 (+15%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $276,000,000
- Discretionary: $276,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 211 | $243,000,000 |
| High net worth individuals | 1 | $30,000,000 |
| 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 | 1 | $3,000,000 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, GA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- straussfinancial.com
- Facebook @STRAUSSFINANCIALGROUPINC
- Instagram @STRAUSSFINANCIAL_GROUP
- LinkedIn @STRAUSS-FINANCIAL-GROUP-INC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $160,000,000 | 6 | April 18, 2021 |
| October 2022 | $202,000,000 | 6 | April 13, 2022 |
| October 2023 | $162,000,000 | 6 | July 31, 2023 |
| October 2024 | $189,997,352 | 6 | March 7, 2024 |
| October 2025 | $240,000,000 | 6 | March 16, 2025 |
| October 2026 | $276,000,000 | 6 | February 25, 2026 |

Regulatory assets under management: $160,000,000 in the October 2021 data and $276,000,000 in the October 2026 data, up 73%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $240,000,000 to $276,000,000 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strauss Financial Group (CRD 310512): Form ADV filing data as of October 2026.