9AT: FAMILY FINANCIAL SOLUTIONS GROUP, LLC

FAMILY FINANCIAL SOLUTIONS GROUP, LLC

FAMILY FINANCIAL SOLUTIONS GROUP, LLC

Adviser Profile

As of Date	03/10/2026
Registration	SEC, Approved, 08/27/2014
ADV Location	DURANGO, CO, United States
Contact Info	970 xxxxxxx

AUM^*	500,744,069 42%
of that, discretionary	0
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	25,037,203 50%
% High Net Worth	80.00% 5%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

501M 429M 358M 286M 215M 143M 72M

2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Family Financial Solutions Group, LLC is a registered investment advisor firm registered with the Securities and Exchange Commission (“SEC”) since August 27, 2014. The principal owner of Family Financial Solutions Group, LLC is Michael E. Tyler, Managing Member. Advisory Services Family Financial Solutions Group, LLC (“Family Financial” or “Advisor”) principal service is providing fee-based investment advisory services. The Advisor practices custom management of portfolios, on a non-discretionary basis, according to the client’s objectives. The Advisor’s primary approach is to use a tactical allocation strategy aimed at reducing risk and increasing performance. The Advisor may use any of the following: exchange listed securities, over-the- counter securities, foreign securities, corporate debt securities, CDs, municipal securities, mutual funds, United States government securities, and interests in partnerships investing in real estate and oil and gas interests to accomplish this objective. The Advisor measures and selects mutual funds by using various criteria, such as the fund manager’s tenure, and/or overall career performance. The Advisor may recommend, on occasion, redistributing investment allocations to

diversify the portfolio in an effort to reduce risk and increase performance. The Advisor may recommend specific stocks to increase sector weighting and/or dividend potential. The Advisor may recommend employing cash positions as a possible hedge against market movement which may adversely affect the portfolio. The Advisor may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position(s) in the portfolio, change in risk tolerance of client, or any risk deemed unacceptable for the client’s risk tolerance. Family Financial will tailor its advisory services to its client’s individual needs based on meetings and conversations with the client. If clients wish to impose certain restrictions on investing in certain securities or types of securities, the Advisor will address those restrictions with the client to have a clear understanding of the client’s requirements. Family Financial does not provide portfolio management services to wrap fee programs. As of December 31, 2023, Family Financial had $351 million in non-discretionary client assets under management.