RIA Intel›Advisers›North Dakota›STRATEGIC FINANCIAL INC.

STRATEGIC FINANCIAL INC.

Advisory

WEST FARGO, ND

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account
$102K
across 397 accounts
AUM per adviser
$41M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$41M
Discretionary %
100%
Clients
289
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients289
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMN, ND
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in ND

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

SHOCKMAN FINANCIAL COMPANIES LLC
FARGO, ND
$36M
T&S INVESTMENTS, LLC
FARGO, ND
$49M
-90.8% 1Y
GREAT PLAINS ADVISORY SERVICES LLC
FARGO, ND
$61M
SOVEREIGN WEALTH PARTNERS, LLC
NEW ROCKFORD, ND
$62M
SCHWARTZ INVESTMENT MANAGEMENT CO.
DICKINSON, ND
$19M
TRITON INVESTMENTS, LLC
BISMARCK, ND
$17M

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