MF
Momentum Financial Strategies, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 315885
· Stafford, TX
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ADV data as of Mar 21, 2025
- Regulatory AUM
- $1.2M
- Discretionary
- $130K
- Clients
- 23
- Avg AUM / client
- $52.7K
- Accounts
- 23
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 22 | $130K | 10.7% |
| Pension and profit sharing plans | 1 | $1.1M | 89.3% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bilal Ali Aquil | Registered representative | Jan 2024 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/21/2025 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Empower Financial Services, Inc. $1.1M (89% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 21, 2025.
View current Form ADV (SEC/IAPD) ↗