J. TEAM FINANCIAL, INC.
Legal name: TEAM FINANCIAL STRATEGIES
CRD #134104 SEC #801-78596 ABILENE, TX 325-480-1587
SEC Registered Private Funds
Total AUM
$257.4M
Discretionary
$235.4M
Employees
9
Clients
251
Accounts
1,184
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $257.4M | $235.4M | $22M | 9 | 0 |
| Jul 2025 | $257.4M | $235.4M | $22M | 9 | 0 |
| Mar 2025 | $257.4M | $235.4M | $22M | 9 | 0 |
| Mar 2024 | $203.2M | $189.9M | $13.3M | 9 | 0 |
| Sep 2023 | $180.8M | $170.3M | $10.5M | 11 | 0 |
| Mar 2023 | $180.8M | $170.3M | $10.5M | 11 | 0 |
| May 2022 | $186.3M | $176.7M | $9.6M | 7 | 0 |
| Apr 2022 | $186.3M | $176.7M | $9.6M | 7 | 0 |
| Apr 2022 | $186.3M | $176.7M | $9.6M | 7 | 0 |
| Mar 2022 | $186.3M | $176.7M | $9.6M | 7 | 0 |
| Mar 2022 | $186.3M | $176.7M | $9.6M | 7 | 0 |
| Oct 2021 | $134.7M | $128.3M | $6.4M | 8 | 0 |
| Mar 2021 | $134.7M | $128.3M | $6.4M | 8 | 0 |
| Oct 2020 | $129.7M | $125.8M | $4M | 9 | 1 |
| Jun 2020 | $129.7M | $125.8M | $4M | 9 | 1 |
| May 2020 | $129.7M | $125.8M | $4M | 9 | 1 |
| Mar 2020 | $129.7M | $125.8M | $4M | 9 | 1 |
| Apr 2019 | $115.7M | $113.9M | $1.8M | 9 | 4 |
| Mar 2019 | $115.7M | $113.9M | $1.8M | 9 | 4 |
| May 2018 | $83.9M | $82.3M | $1.5M | 7 | 4 |
| Mar 2018 | $83.9M | $82.3M | $1.5M | 7 | 4 |
| May 2017 | $76.5M | $75.1M | $1.4M | 8 | 200 |
| Mar 2017 | $73.2M | $71.9M | $1.3M | 8 | 200 |
| Jul 2016 | $70.1M | $69.2M | $925K | 8 | 200 |
| Mar 2016 | $70.1M | $69.2M | $925K | 8 | 200 |
| Aug 2015 | $67.6M | $67M | $570K | 7 | 200 |
| Aug 2015 | $67.6M | $67M | $570K | 7 | 200 |
| Mar 2015 | $67.6M | $67M | $570K | 7 | 200 |
| Oct 2014 | $57.8M | $57.3M | $485.9K | 8 | 200 |
| Mar 2014 | $51M | $50.5M | $486.4K | 7 | 200 |
| Jan 2014 | $46.1M | $45.7M | $359K | 6 | 200 |
| Sep 2013 | $46.1M | $45.7M | $359K | 5 | 200 |
DateAug 2025
Total AUM$257.4M
Discretionary$235.4M
Non-Disc.$22M
Employees9
Clients0
DateJul 2025
Total AUM$257.4M
Discretionary$235.4M
Non-Disc.$22M
Employees9
Clients0
DateMar 2025
Total AUM$257.4M
Discretionary$235.4M
Non-Disc.$22M
Employees9
Clients0
DateMar 2024
Total AUM$203.2M
Discretionary$189.9M
Non-Disc.$13.3M
Employees9
Clients0
DateSep 2023
Total AUM$180.8M
Discretionary$170.3M
Non-Disc.$10.5M
Employees11
Clients0
DateMar 2023
Total AUM$180.8M
Discretionary$170.3M
Non-Disc.$10.5M
Employees11
Clients0
DateMay 2022
Total AUM$186.3M
Discretionary$176.7M
Non-Disc.$9.6M
Employees7
Clients0
DateApr 2022
Total AUM$186.3M
Discretionary$176.7M
Non-Disc.$9.6M
Employees7
Clients0
DateApr 2022
Total AUM$186.3M
Discretionary$176.7M
Non-Disc.$9.6M
Employees7
Clients0
DateMar 2022
Total AUM$186.3M
Discretionary$176.7M
Non-Disc.$9.6M
Employees7
Clients0
DateMar 2022
Total AUM$186.3M
Discretionary$176.7M
Non-Disc.$9.6M
Employees7
Clients0
DateOct 2021
Total AUM$134.7M
Discretionary$128.3M
Non-Disc.$6.4M
Employees8
Clients0
DateMar 2021
Total AUM$134.7M
Discretionary$128.3M
Non-Disc.$6.4M
Employees8
Clients0
DateOct 2020
Total AUM$129.7M
Discretionary$125.8M
Non-Disc.$4M
Employees9
Clients1
DateJun 2020
Total AUM$129.7M
Discretionary$125.8M
Non-Disc.$4M
Employees9
Clients1
DateMay 2020
Total AUM$129.7M
Discretionary$125.8M
Non-Disc.$4M
Employees9
Clients1
DateMar 2020
Total AUM$129.7M
Discretionary$125.8M
Non-Disc.$4M
Employees9
Clients1
DateApr 2019
Total AUM$115.7M
Discretionary$113.9M
Non-Disc.$1.8M
Employees9
Clients4
DateMar 2019
Total AUM$115.7M
Discretionary$113.9M
Non-Disc.$1.8M
Employees9
Clients4
DateMay 2018
Total AUM$83.9M
Discretionary$82.3M
Non-Disc.$1.5M
Employees7
Clients4
DateMar 2018
Total AUM$83.9M
Discretionary$82.3M
Non-Disc.$1.5M
Employees7
Clients4
DateMay 2017
Total AUM$76.5M
Discretionary$75.1M
Non-Disc.$1.4M
Employees8
Clients200
DateMar 2017
Total AUM$73.2M
Discretionary$71.9M
Non-Disc.$1.3M
Employees8
Clients200
DateJul 2016
Total AUM$70.1M
Discretionary$69.2M
Non-Disc.$925K
Employees8
Clients200
DateMar 2016
Total AUM$70.1M
Discretionary$69.2M
Non-Disc.$925K
Employees8
Clients200
DateAug 2015
Total AUM$67.6M
Discretionary$67M
Non-Disc.$570K
Employees7
Clients200
DateAug 2015
Total AUM$67.6M
Discretionary$67M
Non-Disc.$570K
Employees7
Clients200
DateMar 2015
Total AUM$67.6M
Discretionary$67M
Non-Disc.$570K
Employees7
Clients200
DateOct 2014
Total AUM$57.8M
Discretionary$57.3M
Non-Disc.$485.9K
Employees8
Clients200
DateMar 2014
Total AUM$51M
Discretionary$50.5M
Non-Disc.$486.4K
Employees7
Clients200
DateJan 2014
Total AUM$46.1M
Discretionary$45.7M
Non-Disc.$359K
Employees6
Clients200
DateSep 2013
Total AUM$46.1M
Discretionary$45.7M
Non-Disc.$359K
Employees5
Clients200