Strategic Financial Group, Plc

Overview

Strategic Financial Group, Plc is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include AUM-based billing, hourly charges, and fixed fees. The firm does not present itself as a capital allocator, is not identified as an active ESG investor, and is not a multi-state adviser. Strategic Financial Group maintains industry relationships that extend into accounting and real estate brokerage. It is also listed as a sponsor, general partner, and managing member of pooled investment vehicles, indicating some involvement in private pooled structures alongside its advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives