# Streamline Financial Strategies Ltd

> Streamline Financial Strategies Ltd is a state-registered investment advisory firm in Ada, OH, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 336181
- Filed as: STREAMLINE FINANCIAL STRATEGIES LTD
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ada, OH
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336181
- AdvisorCensus page: https://advisorcensus.com/firm/streamline-financial-strategies-ltd-ada-oh-336181

## Quick answers

**How is Streamline Financial Strategies Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Streamline Financial Strategies Ltd 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 Streamline Financial Strategies Ltd located?**
Streamline Financial Strategies Ltd's principal office is in Ada, OH, according to its Form ADV.

**Is Streamline Financial Strategies Ltd registered with the SEC or a state?**
Streamline Financial Strategies Ltd is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336181.

**How much does Streamline Financial Strategies Ltd manage?**
Streamline Financial Strategies Ltd reports $1,198,307 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does Streamline Financial Strategies Ltd serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17).

**Does Streamline Financial Strategies Ltd 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/336181

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,198,307
- Discretionary: $1,198,307
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $1,198,307 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- 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. Streamline Financial Strategies Ltd (CRD 336181): Form ADV filing data as of October 2026.