RIA Intel›Advisers›Minnesota›STRATEGIC FINANCE & MANAGEMENT, LLC

STRATEGIC FINANCE & MANAGEMENT, LLC

Advisory

MN

Data as of Jan 7, 2026 · Source: SEC Form ADV

Average account

$350K

across 20 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$4M

Non-Discretionary AUM$3M

Discretionary %57.1%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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DON BROWN - INVESTMENT ADVISOR, LLC

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HOLLEYJO FINANCIAL LLC

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STRATEGIC FINANCIAL PLANNING, INC.

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