The Strategic Financial Alliance
Atlanta, GA·SEC-registered · CRD #126514
The Strategic Financial Alliance is an SEC-registered investment advisory firm in Atlanta, GA managing $382M across 1.9k client accounts, with 41 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$382M
Client accounts
1.9k
Advisory staff
41
Fee model
Fee-based
How The Strategic Financial Alliance is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about The Strategic Financial Alliance
How much does The Strategic Financial Alliance manage?
Per its most recent SEC Form ADV filing (03/31/2026), The Strategic Financial Alliance reports $382M in regulatory assets under management across roughly 1.9k client accounts.
How does The Strategic Financial Alliance charge?
The Strategic Financial Alliance is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is The Strategic Financial Alliance a fiduciary?
Yes. The Strategic Financial Alliance is registered with the U.S. Securities and Exchange Commission (CRD #126514), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is The Strategic Financial Alliance taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks The Strategic Financial Alliance and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Atlanta, GA
Profile compiled from The Strategic Financial Alliance's public SEC Form ADV filing (CRD #126514, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of The Strategic Financial Alliance. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with The Strategic Financial Alliance? Claim this profile.