# TOTAL FINANCIAL MANAGEMENT, LLC

TOTAL FINANCIAL MANAGEMENT, LLC of POLAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 287489
- Type: SEC-registered investment adviser
- Location: 207 SOUTH MAIN STREET, POLAND, OH, 44514
- Phone: (330) 707-1919
- Latest filing: 2026-02-27
- Regulatory AUM: $90.0M
- Discretionary AUM: $88.1M
- Non-discretionary AUM: $1.9M
- Clients: 2
- Accounts: 314

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287489/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287489/similar
- Related entities: https://search.stillhousedata.com/firm/287489/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287489

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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.