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| The Strategic Financial Alliance Inc
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|---|---|
| CRD # | 126514 |
| SEC # | 801-62226 |
| CIK # | |
| AUM | 382.0 M (2026-03-31) |
| Employees | 56 (73% Investors, 98% Brokers) |
| Phone | 678-954-4000 |
| Address | 2200 Century Parkway Atlanta, GA 30345 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,330 | 221.7 |
| (b) Individuals (high net worth individuals) | 127 | 154.4 |
| (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 | 6 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,022 | 382.0 |
| By Discretionary | ||
| Discretionary | 104 | 27.0 |
| Non-Discretionary | 918 | 355.1 |
| Total | 1,022 | 382.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 382.0 | |
| Total | 1,022 | 382.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 30 |
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Strategic Blueprint LLC
✚
|
GA | 2,535.7 M |
|
The Strategic Financial Alliance Inc
✚
|
GA | 382.0 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Elevate Wealth Advisory Inc
✚
|
GA | 385.5 M |
|
Realta Investment Advisors Inc
✚
|
DE | 385.4 M |
|
Wealth Management Resources Inc
✚
|
RI | 385.2 M |
|
Vista Investment Partners II LLC
✚
|
IN | 383.1 M |
|
Wolff Wiese Magana LLC
✚
|
CA | 381.8 M |
|
Pecaut & Co
✚
|
IA | 381.8 M |
|
IMS Capital Management LLC
✚
|
OR | 380.9 M |
|
Suncoast Capital Management
✚
|
LA | 380.0 M |
|
Darden Wealth Group Inc
✚
|
MI | 379.6 M |
|
Keystone Financial Services
✚
|
CO | 379.2 M |