Streamline Financial Strategies Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,198,307
Total clients
17
0% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
9
Average account size
$70,489
About
Streamline Financial Strategies LTD is a state-registered investment adviser that provides investment advisory and portfolio management services to individuals and high net worth individuals. The firm offers managed accounts (including discretionary programs), may recommend third‑party sub‑advisors and wrap‑fee programs, and charges percentage‑of‑assets‑under‑management advisory fees.
The adviser tailors recommendations to each client’s objectives, time horizon, and risk tolerance and uses methods such as strategic asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading. Clients receive a one‑time financial plan, quarterly account reviews, and are advised to consult tax professionals because the firm notes its strategies can carry significant tax implications.
Noteworthy aspects disclosed in the brochure include an affiliation with insurance activities: certain representatives are licensed insurance agents and the firm’s owner operates an insurance agency and a tax business, with up to 30% of representatives’ time devoted to insurance work — a practice the firm identifies as a potential conflict of interest. The firm also manages a relatively small asset base (approximately $1.2 million as of December 31, 2025), recommends a primary custodian relationship with Charles Schwab, and states it may pay sub‑advisor fees when engaging third‑party managers.
Client services
Expertise
Fee options
$0 - $499,999: 1.25% annually $500,000 - $1,499,999: 1.00% annually $1,500,000+: 0.75% annually
Main office location
Streamline Financial Strategies Ltd
108 East Highland Avenue
Ada OH 45810, United States
Number of offices
2
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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