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| Happy Holidays!! thanks for using AUM13F!! |
| The Strategic Financial Alliance Inc
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| CRD # | 126514 |
| SEC # | 801-62226 |
| CIK # | |
| AUM | $470.9 M (2025-03-31) |
| Employees | 63 (73% Investors, 100% Brokers) |
| Phone | 678-954-4000 |
| Address | 2200 Century Parkway Atlanta, GA 30345 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,156 | 237.6 |
| (b) Individuals (high net worth individuals) | 228 | 230.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,394 | 470.9 |
| By Discretionary | ||
| Discretionary | 142 | 28.5 |
| Non-Discretionary | 1,252 | 442.5 |
| Total | 1,394 | 470.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 470.9 | |
| Total | 1,394 | 470.9 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Blueprint LLC
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|
GA | 2.7 |
|
The Strategic Financial Alliance Inc
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|
GA | 0.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Investment Management Inc
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|
MO | 0.5 |
|
Paradigm Wealth Management LLC
✚
|
OH | 0.5 |
|
West Wealth Group LLC
✚
|
CA | 0.5 |
|
Edgerock Capital LLC
✚
|
CO | 0.5 |
|
Paradigm Wealth Advisory LLC
✚
|
NJ | 0.5 |
|
Brite Advisors USA Inc
✚
|
NY | 0.5 |
|
Peirce Park Group Inc
✚
|
PA | 0.5 |
|
Ategenos Capital LLC
✚
|
PA | 0.5 |
|
New Capital Management LP
✚
|
TX | 0.5 |
|
White Pine Investment Company
✚
|
MI | 0.5 |