# Total Financial Management, LLC

> Total Financial Management, LLC is a state-registered investment advisory firm in Poland, OH, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 287489
- Filed as: TOTAL FINANCIAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Poland, OH
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287489
- AdvisorCensus page: https://advisorcensus.com/firm/total-financial-management-llc-poland-oh-287489

## Quick answers

**How is Total Financial Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Total Financial Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Total Financial Management, LLC located?**
Total Financial Management, LLC's principal office is in Poland, OH, according to its Form ADV.

**Is Total Financial Management, LLC registered with the SEC or a state?**
Total Financial Management, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287489.

**How much does Total Financial Management, LLC manage?**
Total Financial Management, LLC reports $89,955,563 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (98% discretionary).

**What types of clients does Total Financial Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (162); high net worth individuals (22).

**Does Total Financial Management, 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/287489

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $89,955,563
- Discretionary: $88,095,346
- Non-discretionary: $1,860,217

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 162 | $27,450,543 |
| High net worth individuals | 22 | $62,327,230 |
| Charitable organizations | Fewer than 5 | $177,790 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mytotalfinancial.com
- LinkedIn @mytotal-financial-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Total Financial Management, LLC (CRD 287489): Form ADV filing data as of October 2026.