Data / Investment advisers / North Dakota / Financial Strategies Group
Financial Strategies Group, Fargo, ND: $189 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Financial Strategies Group is an SEC registered investment adviser with its main office in Fargo, North Dakota and reports $189 million in regulatory assets under management in its Form ADV filed May 5, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Financial Strategies Group (CRD number 122030): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 122030
- SEC file number
- 801-67302
- SEC status
- Approved, effective December 1, 2006
- Legal name
- Classic Asset Management, LLC
- Main office
- 1220 28th Avenue North, Fargo, ND 58102
- Phone
- (701) 234-0103
- Website
- finstrat.com
- Regulatory AUM
- $189,148,000 in the Form ADV filed May 5, 2026
- Discretionary AUM
- $187,196,000
- Non discretionary AUM
- $1,952,000
- Accounts
- 1,346
- Employees
- 10, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- May 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 602 | $121 million |
| High net worth individuals | 57 | $66 million |
| Charitable organizations | Fewer than 5 | $2.1 million |
| Corporations or other businesses | Fewer than 5 | $85,000 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $189.1 million | January 29, 2026 |
| December 1, 2025 | $169.8 million | August 22, 2025 |
Other advisers in North Dakota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Viking Fund Management LLC | Minot | $1.15 billion | Not listed | adviserinfo.sec.gov |
| Brady Martz Wealth Solutions, LLC | Grand Forks | $795.3 million | Not listed | adviserinfo.sec.gov |
| Prairiewood Wealth Management | Fargo | $365.4 million | Not listed | adviserinfo.sec.gov |
| Johnson Wealth Management, LLC | Grand Forks | $323.4 million | Not listed | adviserinfo.sec.gov |
| Wealth Forward, LLC | Fargo | $228.1 million | Not listed | adviserinfo.sec.gov |
| Fjell Capital | Fargo | $187 million | Not listed | adviserinfo.sec.gov |
| Light Financial Services, Inc. | Fargo | $175.5 million | Not listed | adviserinfo.sec.gov |
| Capital City Wealth Management, Inc. | Bismarck | $130 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in North Dakota
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Financial Strategies Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.