STRATEGIC FINANCIAL LLC

Overview

Strategic Financial LLC is organized as a limited liability company that positions itself as a capital allocator and an advisory firm serving individuals and small businesses. Its advisory services include financial planning, portfolio management for individual and small-business clients, and the selection of other advisers — indicating the firm performs due diligence and manager-selection activities for client portfolios or acts as an outsource manager-of-managers. The firm charges fees as a percentage of assets under management and may also use fixed-fee arrangements. The firm is not identified as an active ESG investor, is not registered as a multistate adviser, and is not listed as a pension consultant or related adviser. Industry affiliations include relationships with an accounting firm and a law firm, which suggests access to tax, accounting, and legal resources as part of client service or collaborative referral networks.

Assets & Accounts

Location & Offices