# Vass Financial Strategies

> Vass Financial Strategies is a state-registered investment advisory firm in Lafayette Hill, PA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 271038
- Filed as: VASS FINANCIAL STRATEGIES
- Legal name: Vass Financial Strategies, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lafayette Hill, PA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/271038
- AdvisorCensus page: https://advisorcensus.com/firm/vass-financial-strategies-lafayette-hill-pa-271038

## Quick answers

**How is Vass Financial Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Vass Financial Strategies reports these compensation arrangements: a percentage of assets under its management.

**Where is Vass Financial Strategies located?**
Vass Financial Strategies' principal office is in Lafayette Hill, PA, according to its Form ADV.

**Is Vass Financial Strategies registered with the SEC or a state?**
Vass Financial Strategies is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 271038.

**How much does Vass Financial Strategies manage?**
Vass Financial Strategies reports $42,435,372 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (98% discretionary).

**What types of clients does Vass Financial Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (32).

**Does Vass 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/271038

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $42,435,372
- Discretionary: $41,388,943
- Non-discretionary: $1,046,429

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $7,550,856 |
| High net worth individuals | 32 | $33,838,087 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,046,429 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vassfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vass Financial Strategies (CRD 271038): Form ADV filing data as of October 2026.