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| Strategic Financial Management LLC
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| CRD # | 157376 |
| SEC # | 801-73040 |
| CIK # | 0000846633, 0002131286, 0001665199, 0002097645 |
| AUM | 166.8 M (2026-03-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 732-385-9949 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| iShares S&P GSCI Commodity-Indexed Trust | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 27 | 166.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 166.8 |
| By Discretionary | ||
| Discretionary | 10 | 19.4 |
| Non-Discretionary | 2 | 147.3 |
| Total | 12 | 166.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.8 | |
| Total | 12 | 166.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000846633] | |
| 13F-HR | [0001665199] | |
| SC 13G | [0001665199] | |
| D | [0002097645] | |
| 13F-HR | [0002131286] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Strategiq Financial Group LLC | RiverNorth Specialty Finance Corp | [2022-01-31] |
| Strategic Financial Group LLC | WisdomTree Trust | [2019-02-12] |
| Strategic Financial Group LLC | SPDR Series Trust | [2019-02-12] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 17 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Catalyst Wealth Advisors LLC
✚
|
CA | 167.2 M |
|
Armory Capital Management LLC
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|
NY | 167.1 M |
|
TRG Investment Advisors LLC
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CO | 167.1 M |
|
Schlindwein Associates LLC
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TX | 167.1 M |
|
Perissos Private Wealth Management LLC
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|
OK | 167.1 M |
|
Greenbelt Investment Advisors LLC
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|
TX | 167.0 M |
|
Aldebaran Capital LLC
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|
IN | 166.9 M |
|
McDonnell Wealth Management LLC
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|
IL | 166.7 M |
|
Skybound Wealth Management USA LLC
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|
TX | 166.5 M |
|
Conway Partners Management LLC
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|
166.3 M |