TOTAL FINANCIAL MANAGEMENT, LLC

TOTAL FINANCIAL MANAGEMENT, LLC of POLAND, OH is an SEC-registered investment adviser (CRD 287489). Regulatory assets under management: $90.0M.

Registration

• CRD: 287489
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287489 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search