# Total Financial Management, LLC

Total Financial Management, LLC is an Asset Manager.

## Overview

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

## Regulatory record

- **CRD number:** 287489
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287489

## About

TOTAL FINANCIAL MANAGEMENT, LLC is a state-registered investment adviser in POLAND, OH. The firm manages $90 million in assets, $88 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Total Financial Management, LLC?

No named investment professionals or principals have been publicly identified for Total Financial Management, LLC. The firm's leadership structure is not disclosed in any available source.

### How does Total Financial Management, LLC source proprietary deal flow?

There is no public information on how Total Financial Management, LLC sources investments. The firm's deal-sourcing methodology is not described in any accessible documentation.

### Does Total Financial Management, LLC participate in fund commitments or only direct deals?

No information is available about the firm's participation in fund commitments or direct investments. The firm's investment approach is not publicly documented.

### What investment stages does Total Financial Management, LLC typically target?

No target investment stages have been disclosed for Total Financial Management, LLC. The firm's stage preferences are not publicly known.

### Which sectors does Total Financial Management, LLC explicitly avoid?

Total Financial Management, LLC has not published any sector restrictions or avoidance criteria. No sector exclusions are documented in public sources.

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

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