# Advanced Financial Strategists Inc

Advanced Financial Strategists Inc is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 106463
- **SEC file number:** 801-40663
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106463

## About

Advanced Financial Strategists Inc is an SEC-registered investment adviser. The firm manages $61 million in assets, $49 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Advanced Financial Strategists Inc?

No named principals or investment decision-makers have been publicly identified for this firm. The entity does not appear on any industry directories or regulatory filings that list officers or directors.

### How does Advanced Financial Strategists Inc source deal flow?

The firm has not disclosed its sourcing model or any proprietary deal-origination mechanisms. No portfolio companies or co-investments are documented in public sources.

### What investment stages does Advanced Financial Strategists Inc typically target?

No investment stage preferences are disclosed. The firm's asset-class mix, stage coverage, and fund-structure shape are entirely absent from public record.

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Last updated: 2026-07-06T01:24:10.792Z

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