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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2017
- Office Locations
- 2
Office Locations
About Financial Strategies Group, INC
Financial Strategies Group, Inc. is a Michigan-based registered investment adviser providing financial planning and investment management, with an emphasis on helping clients meet retirement and long-term investment goals. The firm works with retirees and entrepreneurs and builds portfolios primarily using ETFs and public funds. Custody is maintained with Charles Schwab and Fidelity/NFS.
Team overview
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Custodian
Investment Themes
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Owner & Executives
BRANDON ELLIS CARTER
Financial Advisor, PRINCIPAL
- CRD
- #5192849
- Ownership
- 25% but less than 50%
BRICE PATRICK CARTER
Chief Investment Officer, Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #5947902
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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MARK ELLIS CARTER
Financial Advisor, founder and president, General Partner
- CRD
- #1833030
JOEL HOFFMAN
Financial Advisor
- CRD
- #7926651
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $677,379,652 | $195,605 |
| Non-Discretionary | $0 | -- |
| Total | $677,379,652 | $195,605 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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