CRD: 120818
Financial Management Strategies, Inc.
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2000
- Office Locations
- 6
Office Locations
About Financial Management Strategies, Inc.
Financial Management Strategies, Inc. is an Ohio-based advisory firm providing financial planning and discretionary portfolio management, including managed portfolios and fiduciary support for employer retirement plans. The investment approach emphasizes asset allocation and portfolio construction using ETFs and mutual funds. Operates across retail and institutional channels and clears through Pershing.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY CHARLES KNOX
President
- CRD
- #1058673
- Ownership
- 50% but less than 75%
CHARLES BRIAN ELLIOTT
Chief Executive Officer, FINANCIAL PLANNING
- CRD
- #4069269
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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KEVIN JAMES BAUER
--
- CRD
- #3122249
ANTONIO F CIBELLA
--
- CRD
- #5824718
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $585,992,407 | $360,389 |
| Non-Discretionary | $128,244,902 | $476,747 |
| Total | $714,237,309 | $376,906 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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