Strategic Financial Partners, Ltd
● SEC registered since 2012CRD 148858SEC# 801-77447
Reg. AUM
$321.1M
Employees
7
Accounts
902
Location
—
Strategic Financial Partners, Ltd assets under management
Strategic Financial Partners, Ltd operates as an SEC-registered investment adviser. The firm has been registered since 2012. It reports $321.1 million in regulatory assets under management and employs 7 people.
Strategic Financial Partners, Ltd owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Grant Frederick Carroll Control | President/Chief Compliance Officer | 50-75% | 2008 |
| Richard Lewis Williams Control | Vice President | 50-75% | 2008 |
Frequently asked questions
How much does Strategic Financial Partners, Ltd manage?
Strategic Financial Partners, Ltd reports $321.1 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Financial Partners, Ltd have?
Strategic Financial Partners, Ltd reports 7 employees.
Does Strategic Financial Partners, Ltd disclose fund performance?
Strategic Financial Partners, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 503-467-7832 |
| Fax | 503-242-9164 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$321.1M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$321.1Mregulatory AUM
Discretionary $321.1M