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STRAUSS FINANCIAL GROUP

HOOVER, AL · CRD 310512 · IAPD ↗ · (205) 967-9595

$276.0MRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — STRAUSS FINANCIAL GROUP reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2025 — STRAUSS FINANCIAL GROUP reported RAUM up 26% ($190.0M -> $240.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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