Strategic Financial Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 19, 2026, reports $167M in regulatory assets under management, 3 employees, 1 office, and 12 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$167Mas of March 19, 2026
Discretionary11.7%
$19M
12% of total RAUM11.7%
Non-discretionary88.3%
$147M
88% of total RAUM88.3%
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.
Total AUM$167M
Total Accounts12
10Y AUM Change+$36M (+28.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee9:1
10Y Employee Change+2 (+200.0%)
* 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.