The Strategic Financial Alliance, Inc.
● SEC registered since 2003CRD 126514SEC# 801-62226Atlanta, GA
Reg. AUM
$382M
Employees
56
Accounts
1,022
Location
Atlanta, GA
The Strategic Financial Alliance, Inc. assets under management
The Strategic Financial Alliance, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2003. It reports $382 million in regulatory assets under management and employs 56 people.
The Strategic Financial Alliance, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anna Elise Tatum Control | Cfo | Under 5% | 2024 |
| Arthur Bertram Goldsmith Control | Svp | Under 5% | 2003 |
| Clive Slovin Control | Director | Under 5% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does The Strategic Financial Alliance, Inc. manage?
The Strategic Financial Alliance, Inc. reports $382 million in regulatory assets under management on its Form ADV.
How many employees does The Strategic Financial Alliance, Inc. have?
The Strategic Financial Alliance, Inc. reports 56 employees.
Where is The Strategic Financial Alliance, Inc. located?
The Strategic Financial Alliance, Inc. is based in Atlanta, GA and has been SEC-registered since 2003.
Does The Strategic Financial Alliance, Inc. disclose fund performance?
The Strategic Financial Alliance, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2200 Century Parkway, Suite 500, Atlanta, GA 30345 |
| Phone | 678-954-4000 |
| Fax | 678-954-4001 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$382M▼ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$382Mregulatory AUM
Discretionary $27MNon-discretionary $355.1M