SourcingSourcing

STRAUSS WEALTH ADVISING, INC.

C35
CRD 310512·SEC 801-119480·HOOVER, AL
AUM
$276.0M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$828K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRAUSS WEALTH ADVISING, INC.
CRD
310512
SEC file #
801-119480
EIN
—
DBA names
Strauss Financial Group

Economics

AUM
$276.0M
AUM band
$100M-$500M
AUM trajectory
'21'26
$160.0M → $276.0M▲ +73%
Client mix
Individuals Other211
Individuals High Net Worth1
Charitable Organizations1

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'21'26
4 advisors → 4 advisors▬ 0%
Primary office
HOOVER AL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
linkedin.com/company/strauss-financial-group-inc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STRAUSS, JOHN, ARTHUR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
STRAUSS, JOHN, ARTHUR
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
6258773
Trust Company Affiliate
No

People (3)

3
STRAUSS, JOHN, ARTHUR
IAR · Direct Owner · 87.5%
6258773
JOHN WALTER STRAUSS
IAR
734420
HEIDI BEACH STRAUSS
IAR
1257403