STRATEGIC FINANCIAL, LLC

Overview

Strategic Financial, LLC is an independent, individual‑owned registered investment adviser focused on serving individuals and families. The firm’s advisory services center on financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients. Fee arrangements combine a percentage of assets under management with hourly charges, and the adviser maintains an accountant affiliation for client work that requires tax coordination. Investment activity is concentrated in managed public fund strategies rather than direct-stock concentrated portfolios or broad alternative allocations. The firm is not identified as an active ESG investor and does not report acting as a capital allocator to third‑party alternative managers. Its registered activity shows a single‑platform custody relationship that supports a traditional advisory model built around mutual fund sleeves and separate account management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices