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Strong Financial Services

Registered in IndianaState-registered investment adviserCRD 168792

Filed as STRONG FINANCIAL SERVICES · Legal name Strong Financial Services Corporation

Strong Financial Services is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

12 years
registered since 2014
$5,884,994
assets under management
3 arrangements
Percentage of assets, Hourly and more
4
disclosure items (Item 11)

Quick answers

From the filing

How is Strong Financial Services compensated?

On its Form ADV (Item 5.E, October 2026), Strong Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Is Strong Financial Services registered with the SEC or a state?

Strong Financial Services is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 168792.

How much does Strong Financial Services manage?

Strong Financial Services reports $5,884,994 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (0% discretionary).

What types of clients does Strong Financial Services serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52).

Does Strong Financial Services report any disciplinary disclosures?

Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), 11.H(1)(b) (court finding of a violation), and 11.H(1)(c) (regulator's civil action dismissed under a settlement). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168792

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$5,884,994

$5,884,994 as of October 2026, filing dated March 10, 2026.

Discretionary: $0.Non-discretionary: $5,884,994.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 52 Assets $5,884,994 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

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

Registration and firm details

Items 1, 2, 5
Legal name
Strong Financial Services Corporation
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2014 (12 years)
Employees
Total: 4. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
IN

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

4 Reports 4 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
  • 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Civil court matters Item 11.H

  • 11.H(1)(b) Has a domestic or foreign court ever found that the firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations?
  • 11.H(1)(c) Has a domestic or foreign court ever dismissed, under a settlement agreement, an investment-related civil action brought against the firm or an advisory affiliate by a state or foreign financial regulator?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
strongretirementincomesolutions.comstrongwealthadvisory.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Strong Financial Services (CRD 168792): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/strong-financial-services-168792