WHAT ABOUT US FINANCIAL

WHAT ABOUT US FINANCIAL is an SEC-registered investment adviser (CRD 306116). Regulatory assets under management: $28.7M.

Registration

• CRD: 306116
• Type: Registered investment adviser
• Phone: 937-620-1167
• Latest filing: 2026-03-24
• Regulatory AUM: $28.7M
• Discretionary AUM: $28.7M
• Clients: 1
• Accounts: 166

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306116 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search