STRATEGIC FINANCIAL MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$166,754,708
Discretionary
$19,448,622
Non-discretionary
$147,306,086
Firm details
- CRD number
- 157376
- SEC file number
- 801-73040
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Fixed fees
As of November 2026.