The Strategic Financial Alliance
The Strategic Financial Alliance is an SEC-registered mass-market adviser in Atlanta, GA with $382.0M assets under management (AUM, regulatory AUM), -19% over one year. See who owns The Strategic Financial Alliance: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126514, SEC 801-62226, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $382.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Atlanta, GA
- Employees
- 56
- Clients
- 1,463
- CRD
- 126514
- Ownership
- SLOVIN, CLIVE; RELIANCE ADVISORY HOLDINGS, INC.; GOLDSMITH, ARTHUR BERTRAM; WOLL, EDWARD BARNETT; SFA HOLDINGS, INC.
How much AUM does The Strategic Financial Alliance have?
The Strategic Financial Alliance reported $382.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns The Strategic Financial Alliance?
Disclosed owners and executives of The Strategic Financial Alliance include SLOVIN, CLIVE, RELIANCE ADVISORY HOLDINGS, INC., GOLDSMITH, ARTHUR BERTRAM, WOLL, EDWARD BARNETT, SFA HOLDINGS, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.