Wealth Manager
    Manages Private Funds

    Strategic Financial Inc.

    Registered investment advisor · West Fargo, North Dakota · CRD #147215

    Assets Under Management
    $41M
    Client Accounts
    397
    Employees
    1
    CRD Number
    147215
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Strategic Financial Inc.

    Strategic Financial Inc. is a registered investment advisory firm headquartered in West Fargo, North Dakota, managing approximately $41M in regulatory assets across 397 client accounts. The firm's full regulatory record is filed with the SEC under CRD #147215.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Strategic Financial Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Strategic Financial Inc.'s AUM?

    Strategic Financial Inc. reports approximately $41M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Strategic Financial Inc. headquartered?

    Strategic Financial Inc. is headquartered in West Fargo, North Dakota.

    What is Strategic Financial Inc.'s CRD number?

    Strategic Financial Inc.'s CRD number is 147215. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Strategic Financial Inc. manage?

    Strategic Financial Inc. manages approximately 397 client accounts according to its latest SEC filing.

    Is Strategic Financial Inc. SEC registered?

    Strategic Financial Inc. is registered as a STATE investment adviser.

    Similar advisors in North Dakota

    Viking Fund Management LLC
    Minot, ND · $1.1B AUM
    Brady Martz Wealth Solutions, LLC
    Grand Forks, ND · $795M AUM
    Prairiewood Wealth Management
    Fargo, ND · $365M AUM
    Johnson Wealth Management, LLC
    Grand Forks, ND · $323M AUM
    Wealth Forward, LLC
    Fargo, ND · $228M AUM
    Financial Strategies Group
    Fargo, ND · $189M AUM
    See all top RIA firms in North Dakota →

    Research firms like Strategic Financial Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial