# TEAM Financial Strategies

TEAM Financial Strategies is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://teamfinancialstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/team-financial-strategies

## Regulatory record

- **CRD number:** 134104
- **SEC file number:** 801-78596
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134104

## About

TEAM FINANCIAL STRATEGIES is an SEC-registered investment adviser in Abilene, TX, registered since 2013. The firm manages $262 million in assets, with $244 million on a discretionary basis. It has 11 employees and 8 investment advisers.

## Questions

### What is TEAM Financial Strategies' regulatory status?

The firm operates as a registered investment advisor (RIA) under SEC oversight. As an RIA, it holds a fiduciary duty to its clients, meaning it must act in their best interest when providing investment advice and portfolio management services.

### What client types does TEAM Financial Strategies serve?

Public records indicate the firm serves both individual investors and institutional clients. Its service model spans financial planning and portfolio management, though account minimums and institutional mandates are not publicly broken out.

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

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