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STRATEGIC FINANCIAL MANAGEMENT, LLC
CRD 157376File 801-73040
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$166.8M
Bottom 25% of cohort (national)
Discretionary AUM
$19.4M
Non-discretionary $147.3M
Clients
27
12 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 24, 2012
- Principal office
- Not reported
- Phone
- 732-385-9949
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $166.8M
- Discretionary AUM
- $19.4M
- Non-discretionary AUM
- $147.3M
- Discretionary accounts
- 10
- Non-discretionary accounts
- 2
- Total accounts
- 12
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $166.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Other advisory activities
- Selection of other advisers
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.