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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-03-1991
- Office Locations
- 1
Office Locations
About Financial Strategies, INC
Financial Strategies, INC is a Dripping Springs-based RIA. The firm has been operating for 35 years. Managing $19.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 11 clients, or 11 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 35 years in operation. The source data was last updated on January 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JAMES GEORGE MCGRATH
Chief Compliance Officer, President
- CRD
- #1123300
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,371,672 | -- |
| Total | $19,371,672 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Financial Strategies, INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.