# Strategy Financial Group

> Strategy Financial Group is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 164531
- Filed as: STRATEGY FINANCIAL GROUP
- Legal name: Strategy Financial Services, LLC
- Also doing business as: STRATEGY FINANCIAL SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164531
- AdvisorCensus page: https://advisorcensus.com/firm/strategy-financial-group-phoenix-az-164531

## Quick answers

**How is Strategy Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Strategy Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Strategy Financial Group charge?**
Its Form ADV Part 2A brochure dated March 28, 2026 states: Hourly rate: $350 an hour (Financial Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Strategy Financial Group located?**
Strategy Financial Group's principal office is in Phoenix, AZ, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Strategy Financial Group registered with the SEC or a state?**
Strategy Financial Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 164531.

**How much does Strategy Financial Group manage?**
Strategy Financial Group reports $366,734,230 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Strategy Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Strategy Financial Group: Regulatory assets under management: $112,645,402 in the October 2021 data and $366,734,230 in the October 2026 data, up 226%. Total employees: 10 in October 2021 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategy Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (898); high net worth individuals (153).

**Which custodians does Strategy Financial Group use?**
Strategy Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Strategy Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164531

**What changed in Strategy Financial Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 10. Regulatory assets under management went from $279,866,584 to $366,734,230 (+31%). Changed its office addresses in Chandler, AZ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 28, 2026)

- Hourly rate: $350 an hour (Financial Consulting Services)

> Financial Consulting Services are provided at an hourly fee of $350 per hour, to be paid directly by the client

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $366,734,230
- Discretionary: $366,734,230
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 898 | $214,468,498 |
| High net worth individuals | 153 | $152,265,732 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 20 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, KY, MI, NC, NE, NM, NV, TN, TX, UT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chandler, AZ
- Oro Valley, AZ
- Peoria, AZ

### Websites listed on Form ADV (Item 1.I)
- calvingoetz.com
- strategyfinancialgroup.com
- strategyfinancialservices.com
- Facebook @STRATEGYFINANCIALGROUP
- Instagram @strategyfinancialgroup
- LinkedIn @1166401
- X @StrategyFG
- YouTube @RetirementWealthAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $112,645,402 | 10 | September 28, 2021 |
| October 2022 | $127,820,529 | 13 | August 23, 2022 |
| October 2023 | $135,789,796 | 16 | July 10, 2023 |
| October 2024 | $181,497,992 | 14 | March 21, 2024 |
| October 2025 | $279,866,584 | 14 | July 18, 2025 |
| October 2026 | $366,734,230 | 20 | March 31, 2026 |

Regulatory assets under management: $112,645,402 in the October 2021 data and $366,734,230 in the October 2026 data, up 226%.
Total employees: 10 in October 2021 and 20 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 10.
- Regulatory assets under management went from $279,866,584 to $366,734,230 (+31%).
- Changed its office addresses in Chandler, AZ.

### December 2025
- Registered or notice-filed in KY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategy Financial Group (CRD 164531): Form ADV filing data as of October 2026.