UNIVERSITY FINANCIAL STRATEGIES, LLC.

UNIVERSITY FINANCIAL STRATEGIES, LLC. of RALEIGH, NC is an SEC-registered investment adviser (CRD 297121). Regulatory assets under management: $15.2M.

Registration

• CRD: 297121
• Type: Registered investment adviser
• Location: 4801 GLENWOOD AVENUE, RALEIGH, NC, 27612
• Phone: 919-578-6500
• Latest filing: 2026-03-24
• Regulatory AUM: $15.2M
• Discretionary AUM: $15.2M
• Clients: 1
• Accounts: 130

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297121 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search