THE STRATEGIC FINANCIAL ALLIANCE

Legal name: THE STRATEGIC FINANCIAL ALLIANCE, INC.

CRD 126514File 801-62226

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$382.0M

Below cohort median (national)

Discretionary AUM

$27.0M

Non-discretionary $355.1M

Clients

1,463

1,022 accounts

Employees

Below cohort median in GA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Jul 18, 2003
Principal office: 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA, 30345
Phone: 678-954-4000
Website: https://sfapartners.net

Assets & accounts

ADV Item 5F

Total regulatory AUM: $382.0M
Discretionary AUM: $27.0M
Non-discretionary AUM: $355.1M
Discretionary accounts: 104
Non-discretionary accounts: 918
Total accounts: 1,022
AUM per client: $261K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$5.9M
High net worth individuals	127	$154.4M
Individuals (other than high net worth individuals)	1,330	$221.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11E2
Q11E4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.