ANDERSON FINANCIAL STRATEGIES, LLC

ANDERSON FINANCIAL STRATEGIES, LLC of DAYTON, OH is an SEC-registered investment adviser (CRD 290343). Regulatory assets under management: $402.1M.

Registration

• CRD: 290343
• SEC file number: 801-121691
• Type: Registered investment adviser
• Location: 2500 STRATACACHE TOWER, 40 N MAIN ST., DAYTON, OH, 45423
• Phone: (855)237-4545
• Latest filing: 2026-03-31
• Regulatory AUM: $402.1M
• Discretionary AUM: $402.1M
• Clients: 7
• Accounts: 230

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290343 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search