# Strategic Financial

> Strategic Financial is a state-registered investment advisory firm in Thousand Oaks, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 127924
- Filed as: STRATEGIC FINANCIAL
- Legal name: KEN Gross Financial, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Thousand Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127924
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-financial-thousand-oaks-ca-127924

## Quick answers

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

**Where is Strategic Financial located?**
Strategic Financial's principal office is in Thousand Oaks, CA, according to its Form ADV.

**Is Strategic Financial registered with the SEC or a state?**
Strategic Financial is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 127924.

**How much does Strategic Financial manage?**
Strategic Financial reports $73,374,086 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (0% discretionary).

**What types of clients does Strategic Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (16).

**Does Strategic Financial 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/127924

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $73,374,086
- Discretionary: $0
- Non-discretionary: $73,374,086

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $6,966,134 |
| High net worth individuals | 25 | $64,859,890 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,548,062 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- X @fin_strat

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Financial (CRD 127924): Form ADV filing data as of October 2026.