# Team Financial Strategies

> Team Financial Strategies is an SEC-registered investment advisory firm in Abilene, TX, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 134104
- Filed as: TEAM FINANCIAL STRATEGIES
- Legal name: J. Team Financial, Inc.
- Also doing business as: TEAM FINANCIAL STRATEGIES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Abilene, TX
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134104
- AdvisorCensus page: https://advisorcensus.com/firm/team-financial-strategies-abilene-tx-134104

## Quick answers

**How is Team Financial Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Team Financial Strategies reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Team Financial Strategies located?**
Team Financial Strategies' principal office is in Abilene, TX, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Team Financial Strategies registered with the SEC or a state?**
Team Financial Strategies is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 134104.

**How much does Team Financial Strategies manage?**
Team Financial Strategies reports $262,026,877 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (93% discretionary).

**How have Team Financial Strategies' assets and staff changed since 2021?**
In the Form ADV data for Team Financial Strategies: Regulatory assets under management: $134,711,618 in the October 2021 data and $262,026,877 in the October 2026 data, up 95%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Team Financial Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (211); high net worth individuals (72); corporations or other businesses not listed above (7).

**Which custodians does Team Financial Strategies use?**
Team Financial Strategies' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Team Financial Strategies 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/134104

**What changed in Team Financial Strategies' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Added an office in Flower Mound, TX. Registered or notice-filed in OK. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial 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: $262,026,877
- Discretionary: $243,648,767
- Non-discretionary: $18,378,110

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 211 | $59,076,536 |
| High net worth individuals | 72 | $159,167,113 |
| Investment companies | 1 | $18,163,263 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $9,723,944 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $14,126,667 |
| Corporations or other businesses not listed above | 7 | $1,769,354 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Flower Mound, TX
- Granbury, TX

### Websites listed on Form ADV (Item 1.I)
- teamfinancialstrategies.com
- teamstrategiesonline.com
- Facebook @TEAMFINANCIALSTRATEGIES
- Facebook @Team-Financial-Strategies-160320517326647
- LinkedIn @TEAM-FINANCIAL-STRATEGIES
- YouTube @UC124l0Bw5TGAO1a0KgyzOcA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,711,618 | 8 | March 29, 2021 |
| October 2022 | $186,338,800 | 7 | May 3, 2022 |
| October 2023 | $180,828,369 | 11 | September 16, 2023 |
| October 2024 | $203,194,674 | 9 | March 29, 2024 |
| October 2025 | $257,421,456 | 9 | July 1, 2025 |
| October 2026 | $262,026,877 | 11 | August 18, 2026 |

Regulatory assets under management: $134,711,618 in the October 2021 data and $262,026,877 in the October 2026 data, up 95%.
Total employees: 8 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 8.
- Added an office in Flower Mound, TX.
- Registered or notice-filed in OK.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Team Financial Strategies (CRD 134104): Form ADV filing data as of October 2026.