Strategic Financial Group, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$105,678,851
Total clients
158
15% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
53
Average account size
$668,853
About
Strategic Financial Group, L.L.C. provides advisory services primarily to individual and high‑net‑worth clients, offering ongoing discretionary portfolio management as well as financial planning and consulting. The firm also refers portions of client assets to third‑party managers and platforms, including Orion Portfolio Solutions and Nationwide Advisory Solutions, when it deems that appropriate for a client’s objectives.
SFG documents client goals and risk tolerance in an Investment Policy Statement and typically manages accounts under discretionary authority, using a mix of fundamental analysis, modern portfolio theory and technical analysis with both long‑ and short‑term strategies. Portfolios are built from mutual funds, equities, fixed income, real‑estate funds, annuities, ETFs (including precious‑metal ETFs) and selected non‑U.S. securities.
Distinctive aspects noted in the brochure include a proprietary seven‑pillar planning process called the Sequential FORMula and the firm’s practice of directing clients to outside managers while charging its standard advisory fee in addition to any third‑party manager fees. The firm’s representatives are also independent licensed insurance agents who may offer commissionable insurance products, and SFG maintains custody and execution relationships through Schwab Institutional.
Client services
Expertise
Fee options
Financial planning fees between $495 and $15,000 (negotiable fixed fees)
$0+: Up to 1.65% annually (negotiable, highest fee) N/A - N/A: Additional 0.20% to 0.40% fee on third-party managed assets
Account minimum: $10,000 (may be waived at discretion)
Main office location
Strategic Financial Group, L.L.C.
16964 Robbins Road, Suite #100 A
Grand Haven MI 49417, United States
Number of offices
1
Most active in
Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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