The Strategic Financial Alliance is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 31, 2026, reports $382M in regulatory assets under management, 56 employees, 23 offices, and 1,022 accounts.
Assets Under Management
$382M
Employees
56
Offices
23 offices
Total Clients
1,463
Primary office
ATLANTA, GA
2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA, United States
Top client segmentIndividuals represent 90.9% of total clients.
Top client categories% of clientsClients
1
Individuals
90.9%
1,330
2
HNWI
8.7%
127
3
Corporations
0.4%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$382Mas of March 31, 2026
Discretionary7.1%
$27M
7% of total RAUM7.1%
Non-discretionary92.9%
$355M
93% of total RAUM92.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$382M
Total Accounts1,022
10Y AUM Change$-242M (-38.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees56
Clients per Employee26:1
10Y Employee Change-65 (-53.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.