# Strategic Financial Inc.

> Strategic Financial Inc. is a state-registered investment advisory firm in West Fargo, ND, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 147215
- Filed as: STRATEGIC FINANCIAL INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Fargo, ND
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147215
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-financial-inc-west-fargo-nd-147215

## Quick answers

**How is Strategic Financial Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Financial Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Strategic Financial Inc. located?**
Strategic Financial Inc.'s principal office is in West Fargo, ND, according to its Form ADV.

**Is Strategic Financial Inc. registered with the SEC or a state?**
Strategic Financial Inc. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147215.

**How much does Strategic Financial Inc. manage?**
Strategic Financial Inc. reports $40,513,042 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Strategic Financial Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (269); high net worth individuals (20).

**Does Strategic Financial Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/147215

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $40,513,042
- Discretionary: $40,513,042
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 269 | $25,547,586 |
| High net worth individuals | 20 | $14,965,456 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, ND
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Financial Inc. (CRD 147215): Form ADV filing data as of October 2026.