Data / Investment advisers / Arizona / Strategy Financial Group
Strategy Financial Group, Phoenix, AZ: $367 million AUM, SEC registered investment adviser
Strategy Financial Group is an SEC registered investment adviser with its main office in Phoenix, Arizona and reports $367 million in regulatory assets under management in its Form ADV filed October 21, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 164531
- SEC file number
- 801-122298
- SEC status
- Approved, effective August 13, 2021
- Legal name
- Strategy Financial Services, LLC
- Main office
- 7010 E Chauncey Lane #130, Phoenix, AZ 85054
- Phone
- (602) 343-9301
- Website
- calvingoetz.com
- Regulatory AUM
- $366,734,230 in the Form ADV filed October 21, 2026
- Discretionary AUM
- $366,734,230
- Accounts
- 3,820
- Employees
- 20, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 898 | $214.5 million |
| High net worth individuals | 153 | $152.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $366.7 million | March 31, 2026 |
| December 1, 2025 | $279.9 million | August 21, 2025 |
Other advisers in Phoenix
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Claremont Capital Management, LLC | Phoenix | $843.9 million | Not listed | adviserinfo.sec.gov |
| Curafin Advisors | Phoenix | $748.4 million | Not listed | adviserinfo.sec.gov |
| Windsor Capital Management, LLC | Phoenix | $703.4 million | Not listed | adviserinfo.sec.gov |
| Rra Capital | Phoenix | $663.3 million | 1 | adviserinfo.sec.gov |
| Eaton-Cambridge Inc. | Phoenix | $480.7 million | Not listed | adviserinfo.sec.gov |
| Wall Capital Group, Inc. | Phoenix | $294.7 million | Not listed | adviserinfo.sec.gov |
| Tandem Wealth Advisors | Phoenix | $261.5 million | Not listed | adviserinfo.sec.gov |
| 17 Capital Partners, LLC | Phoenix | $246.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Phoenix, AZ
- Investment advisers in Arizona
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Strategy Financial Group on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.