Ss&H Financial Advisors, Inc.
- Regulatory AUM
- $482M
- Discretionary
- $463M
- Clients
- 116
- Avg AUM / client
- $4.2M
- Accounts
- 252
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 46 | $24.4M | 5.05% |
| High net worth individuals | 67 | $435M | 90.3% |
| Charitable organizations | 3 | $22.3M | 4.63% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Thomas Sinnaeve | Chief Compliance Officer/Director/President/Treasurer/Shareholder | Feb 2004 (23y) | 75% or more | |
| Gerald Roland Dehondt | Executive Vice President | CFA | Dec 2019 (7y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/02/2026 | 911 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
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $461M (96% of AUM) Mar 2026
- Fidelity Brokerage Services $57.4M (19% of AUM) Mar 2021
- Comerica Securities,Inc. $39.0M (11% of AUM) Feb 2025
- Merrill Lynch $12.7M (10% of AUM) Mar 2019
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 02, 2026.
View current Form ADV (SEC/IAPD) ↗