Strategic Financial Partners, Ltd is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 13, 2026, reports $321M in regulatory assets under management, 7 employees, 7 offices, and 902 accounts.
Top client segmentIndividuals represent 70.6% of total clients.
Top client categories% of clientsClients
1
Individuals
70.6%
254
2
HNWI
23.9%
86
3
Pension Plans
5.3%
19
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$321Mas of March 13, 2026
Discretionary100.0%
$321M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$321M
Total Accounts902
10Y AUM Change+$212M (+195.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee51:1
10Y Employee Change+2 (+40.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.