Strategic Finance Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,700,000
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$462,500
About
Strategic Finance Inc. provides discretionary investment management and financial consulting to individuals and high‑net‑worth clients, including managed account programs and one‑time financial plans. The firm manages approximately $3.7 million across eight client accounts and also advises on held‑away assets such as annuities, real estate, and insurance policies.
Portfolios are tailored to client objectives using asset allocation and a proprietary three‑factor investment strategy that targets market (beta), value, and momentum exposures. Depending on client suitability and the managed account program, the firm’s strategies may include options and other derivatives and can involve leveraged allocations consistent with client risk profiles.
Noteworthy for a firm of its size, SFI discloses the potential use of borrowing and derivatives within separately managed accounts and maintains limited custody via standing letters of authorization for five clients totaling about $975,418. The firm also embeds consulting and one‑time financial planning within its advisory services and documents its use of third‑party service providers with artificial intelligence components as part of its operational controls.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Options & derivatives strategies
Factor investing / smart beta
Fee options
$500 to $5,000 per consulting project, negotiated case-by-case
$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $500,000
Main office location
Strategic Finance Inc.
9123 Se St. Helens Street, Suite #165
Clackamas OR 97015, United States
Number of offices
1
Most active in
Strategic Finance Inc. has reported serving >5 clients in these states in the last 12 months.
Oregon · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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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