Data / Investment advisers / Georgia / The Strategic Financial Alliance
The Strategic Financial Alliance, Atlanta, GA: $382 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Strategic Financial Alliance is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $382 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 126514
- SEC file number
- 801-62226
- SEC status
- Approved, effective July 18, 2003
- Legal name
- The Strategic Financial Alliance, Inc.
- Main office
- 2200 Century Parkway Suite 500, Atlanta, GA 30345
- Phone
- (678) 954-4000
- Website
- thesfa.net
- Regulatory AUM
- $382,034,020 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $26,952,731
- Non discretionary AUM
- $355,081,289
- Accounts
- 1,022
- Employees
- 56, of which 41 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions
- Other offices
- 23
- Form ADV Item 11 disclosures
- Reported: self-regulatory organization actions
- Latest Form ADV filing
- March 31, 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) | 1,330 | $221.7 million |
| High net worth individuals | 127 | $154.4 million |
| Corporations or other businesses | 6 | $5.9 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 | $382 million | March 31, 2026 |
| December 1, 2025 | $470.9 million | March 31, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hamilton Capital Partners, LLC | Atlanta | $444 million | Not listed | adviserinfo.sec.gov |
| Peachtree Wealth Advisors, Inc | Atlanta | $436.8 million | Not listed | adviserinfo.sec.gov |
| Waypoint Wealth Counsel LLC | Atlanta | $433.3 million | Not listed | adviserinfo.sec.gov |
| MCP Advisers, LLC | Atlanta | $400 million | 1 | adviserinfo.sec.gov |
| Private Family Wealth Advisors | Atlanta | $393.2 million | Not listed | adviserinfo.sec.gov |
| Regimen Wealth, LLC | Atlanta | $365.2 million | Not listed | adviserinfo.sec.gov |
| Resurgent Advisors | Atlanta | $354.7 million | Not listed | adviserinfo.sec.gov |
| Maestria Partners LLC | Atlanta | $350.4 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- The Strategic Financial Alliance on the SEC's adviser search
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.