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
Firm Details
- Organization Type
- Other (specify) (S CORPORATION)
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 7, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GIGGEY, MATTHEW, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GIGGEY, MATTHEW, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GIGGEY, MATTHEW, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GIGGEY, MATTHEW, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GIGGEY, MATTHEW, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOES, CHAD, BRANDON | I | SHAREHOLDER | NA | |
| HOES, CHAD, BRANDON | I | SHAREHOLDER | NA | |
| HOES, CHAD, BRANDON | I | SHAREHOLDER | NA | |
| Leavell, James | I | SHAREHOLDER | NA | |
| Leavell, James | I | SHAREHOLDER | NA | |
| Leavell, James | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER; CHIEF FINANCIAL OFFICER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER; CHIEF FINANCIAL OFFICER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER; CHIEF FINANCIAL OFFICER | NA | |
| MARION, BLAKE, E | I | SHAREHOLDER; CHIEF FINANCIAL OFFICER | NA | |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, HARRY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, LANDON | I | SHAREHOLDER | NA | |
| SHEETS, LANDON | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, LANDON, TED | I | SHAREHOLDER | NA | |
| SHEETS, ZACH | I | SHAREHOLDER | NA | |
| SHEETS, ZACH | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| SHEETS, ZACHARY, KYLE | I | SHAREHOLDER | NA | |
| TEAM, JOSEPH, S | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, S | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, S | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, S | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, S | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, S | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, S | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, S | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, S | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, S | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, S | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, S | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO/CCO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| TEAM, JOSEPH, SHANE | I | PRESIDENT/CEO | E | Control |
| HAMRICK, HEATH, HAROLD | I | SENIOR FINANCIAL PLANNER | B | |
| HAMRICK, HEATH, HAROLD | I | SENIOR FINANCIAL PLANNER | B | |
| HAMRICK, HEATH, HAROLD | I | SENIOR FINANCIAL PLANNER | B | |
| HAMRICK, HEATH, HAROLD | I | SENIOR FINANCIAL PLANNER | B | |
| HAMRICK, HEATH, HAROLD | I | SENIOR FINANCIAL PLANNER | B | |
| HAYNES, DARRELL, SCOTT | I | SENIOR FINANCIAL PLANNER | B | |
| HAYNES, DARRELL, SCOTT | I | SENIOR FINANCIAL PLANNER | B | |
| HAYNES, DARRELL, SCOTT | I | SENIOR FINANCIAL PLANNER | B | |
| HAYNES, DARRELL, SCOTT | I | SENIOR FINANCIAL PLANNER | B | |
| HAYNES, DARRELL, SCOTT | I | SENIOR FINANCIAL PLANNER | B | |
| HAYNES, DARRELL, SCOTT | I | SENIOR FINANCIAL PLANNER | B | |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
| HAYNES, DARRELL, SCOTT | I | SECRETARY/SHAREHOLDER | B | Control |
Registrations
Federal
IA
Aug 7, 2025 REGISTERED
Notice Filings (1)
TX
Address
425 CYPRESS ST.ABILENE, TX 79601
United States
Phone: 325-480-1587