# ADVANCED FINANCIAL STRATEGISTS INC

ADVANCED FINANCIAL STRATEGISTS INC of DULUTH, GA is an SEC-registered investment adviser.

## Registration

- CRD: 106463
- Type: SEC-registered investment adviser
- SEC file number: 801-40663
- Location: 3473 SATELLITE BLVD STE 212, DULUTH, GA, 30096
- Phone: 770-476-3899
- Latest filing: 2026-03-11
- Regulatory AUM: $60.6M
- Discretionary AUM: $49.0M
- Non-discretionary AUM: $11.6M
- Clients: 1
- Accounts: 47

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| HOLDEN JOHN DENNIS | PRESIDENT | — |
| LOYD ERIC CHRISTOPHER | CCO; CHIEF COMPLIANCE OFFICER; IAR | — |
| SPROLES BRANDON KEITH | CIS; IAR | — |
| GUNZENHAUSER LYNN ROSSMAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106463/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106463/similar
- Related entities: https://search.stillhousedata.com/firm/106463/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106463

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.