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Boss Financial Strategies, LLC

Boss Financial Strategies, LLC. CRD 323781

Boss Financial Strategies, LLC logo

CRD: 323781

Boss Financial Strategies, LLC

Aldie, VA
2024276875
bossfinancialstrategies.com
$4.6M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Quantum quantumAtlas timber +more
Established Date
09-01-2021
Office Locations
1

Office Locations

-- Aldie VA

About Boss Financial Strategies, LLC

Boss Financial Strategies, LLC is a fiduciary, values-based financial planning firm serving individuals, families, and business owners, with an emphasis on retirement planning and support through major life transitions. The team delivers comprehensive planning across investments, tax and insurance planning, estate and education planning, and special needs planning. Portfolios are built around personalized allocation and diversification, often using ETFs and public funds, with custody through Charles Schwab. Offers a free Nitrogen “Risk Number” portfolio risk analysis.

Team overview

-- AVG AGE
$4.6M AVG AUM / ADVISOR
$184.0K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Meridian Ridge zenith

Client Personas

Alpha Pioneer pathway

Custodian

Wave Crest

Investment Themes

Harbor Value

Investment Vehicles

Fusion horizon

Platform

Foundation vector

Services

Bridge fusion Eagle Focus Timber Focus Eagle legacy Unison ridge Bridge Momentum Ridge ridge Eagle Meridian Signal legacy

Technology

North harbor Crest Insight harbor

Owner & Executives

A

Amanda L Boss

--

CRD
--
Ownership
50% but less than 75%
(897) 216-5127
matrix.atlas@radialcapital.com
in linkedin.com/in/atlas-element
Kevin Michael Boss

Kevin Michael Boss

Chief Compliance Officer, Managing Member

CRD
#7441626
Ownership
50% but less than 75%
(616) 462-3933
peak.unison@legacycapital.com
in linkedin.com/in/radial-zenith

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,600,000 --
Non-Discretionary $0 --
Total $4,600,000 --

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Separately Managed Accounts

Total SMA Asset: $4,600,000

$4.6M Total SMA
Equity - Exchange:
44.4%
Public Funds:
37.9%
Cash:
8.6%
U.S. Government/Agency:
9.1%
Asset class Assets Assets %
Equity - Exchange $1,125,851,275 44.4%
Public Funds $961,030,705 37.9%
Cash $218,070,292 8.6%
U.S. Government/Agency $230,748,797 9.1%
Total $2,535,701,069 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
OPTIMA RADIAL UNISON VECTOR EYRY74M0H ARV 5.63% $8,386,732
MERIDIAN RIDGE HARBOR UNISON VITAL DY17UGELY HAXI 7.59% $94,799,991
ALPHA CREST FOCUS SUMMIT FOUNDATION KHDJZ9XWU KYHYA 8.97% $61,775,687
TIMBER ATLAS RIDGE EMBER WAVE PZV9X1Q37 NBX 1.95% $119,888,058
RADIAL ALPHA EMBER CAPITAL ATLAS 8D6P4596A UFZKW 11.95% $102,834,798
OPTIMA EAGLE CREST MOMENTUM 5QXJ8STW7 JPM 10.26% $117,255,216
PIONEER QUANTUM VECTOR ATLAS RADIAL GP0EYLUK8 TOJT 6.71% $32,132,827
PATHWAY ATLAS FRONTIER ZENITH FOUNDATION Q7A443RIH NANTR 1.99% $88,043,148

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