Strategic Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Financial LLC provides investment advisory and financial planning services to individuals and high‑net‑worth individuals. Offerings include discretionary portfolio management, written investment strategies, and consulting on risk assessment, estate planning, and financial decision‑making, with no stated account minimum.
The firm tailors portfolios to clients’ objectives and risk tolerances using asset allocation, dollar‑cost averaging, technical analysis, and a mix of long‑ and short‑term purchase strategies, and charges fees based on a percentage of assets under management. It may engage third‑party sub‑advisors to manage all or portions of client assets, supervises those relationships, and performs at least quarterly account reviews.
Distinctive aspects include the principal’s control of affiliated law and accounting/tax practices and licensure as an insurance agent, relationships the brochure discloses can create compensated referrals and potential conflicts of interest; the firm notes the principal spends a substantial portion of time on those other businesses. The firm is newly formed with no assets under management to date and plans to combine oversight of sub‑advisors and custodial relationships — features that are uncommon among similarly categorized independent advisers.
Client services
Expertise
Fee options
Financial planning fixed fees range from $500 to $5,000 per project; charged half in advance and half in arrears.
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Main office
2120 16th Avenue South, Suite 100
Birmingham AL 35205
Advisors at this office
1
Most active in
Alabama
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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