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STRATEGIC FINANCIAL PARTNERS, LTD
CRD 148858File 801-77447
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$321.1M
Below cohort median (national)
Discretionary AUM
$321.1M
Clients
360
902 accounts
Employees
7
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 10, 2012
- Principal office
- Not reported
- Phone
- 503-467-7832
- Website
- HTTPS://WWW.ADVISORYFIRM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $321.1M
- Discretionary AUM
- $321.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 902
- Non-discretionary accounts
- 0
- Total accounts
- 902
- AUM per client
- $892K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $752K |
| High net worth individuals | 86 | $250.7M |
| Pension and profit sharing plans | 19 | $0 |
| Individuals (other than high net worth individuals) | 254 | $69.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY ADVISER REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Clients | 341 | 360 | increased by19 |
| Apr 1, 2026 | AUM | $268,796,391 | $321,117,654 | increased by$52,321,263 |
| Apr 1, 2026 | Accounts | 900 | 902 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 310 | 341 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $259,355,014 | $268,796,391 | increased by$9,441,377 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,012 | 900 | decreased by112 |
| Apr 1, 2022 | Clients | 303 | 310 | increased by7 |
| Apr 1, 2022 | AUM | $223,039,000 | $259,355,014 | increased by$36,316,014 |
| Apr 1, 2022 | Accounts | 865 | 1,012 | increased by147 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRATEGIC FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.