# SS&H Financial Advisors

SS&H Financial Advisors is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** ssandh.com

## Regulatory record

- **CRD number:** 112256
- **SEC file number:** 801-17015
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112256

## About

SS&H Financial Advisors, Inc. is an SEC-registered investment adviser in Troy, MI, since 1982. The firm manages $482 million in assets, $463 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### What regulatory standard applies to SS&H Financial Advisors?

As a Registered Investment Advisor (RIA) registered with the SEC, the firm is bound by a fiduciary duty to its clients. This requires that all investment advice and portfolio decisions be made in the client's best interest, a higher legal standard than the suitability rule that governs broker-dealers. This status is confirmed through the SEC's Investment Adviser Public Disclosure (IAPD) public record.

### Does SS&H Financial Advisors invest in private equity or venture capital?

No. The firm constructs client portfolios using publicly traded vehicles — primarily mutual funds and exchange-traded funds (ETFs). There is no public record of direct investment in private equity, venture capital, real estate, or other illiquid asset classes. Its investment universe is confined to liquid, registered securities.

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Last updated: 2026-06-03T20:00:00.000Z

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