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SS&H FINANCIAL ADVISORS, INC.

TROY, MI · CRD 112256 · IAPD ↗ · sshadvisors.com · 248-538-9755

$482.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — SS&H FINANCIAL ADVISORS, INC. reported RAUM up 39% ($347.3M -> $482.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
May 2024 — SS&H FINANCIAL ADVISORS, INC. notice-filed in FL, IL, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.