RIA Intel›Advisers›Michigan›STRATEGIC FINANCIAL GROUP, L.L.C.

STRATEGIC FINANCIAL GROUP, L.L.C.

Advisory

GRAND HAVEN, MI

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

Rank in MI
#394
of 521 advisers by AUM
Average account
$275K
across 384 accounts
AUM per adviser
$35M
3 advisers

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

Total AUM
$106M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$106M
Discretionary AUM$103M
Non-Discretionary AUM$3M
Discretionary %97.5%
Total Clients158
Team
Total Employees4
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

IMBER FINANCIAL GROUP, LLC
ANN ARBOR, MI
$106M
JERRMAR CAPITAL MANAGEMENT, INC.
TROY, MI
$105M
-5.6% 1Y
FAIRWAY INVESTMENT GROUP, LLC
EAST LANSING, MI
$107M
STRICKLER INVESTMENT SERVICES, LLC
BRIGHTON, MI
$107M
CSAT INVESTMENT ADVISORY, L.P.
DETROIT, MI
$108M
-84.6% 1Y
REITZ CAPITAL ADVISORS LLC
FREELAND, MI
$103M
0.0% 1Y

Get the full picture on STRATEGIC FINANCIAL GROUP, L.L.C.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track STRATEGIC FINANCIAL GROUP, L.L.C. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans