# STRATEGIC FINANCIAL, LLC

STRATEGIC FINANCIAL, LLC of SOUTH WINDSOR, CT is an SEC-registered investment adviser.

## Registration

- CRD: 122437
- Type: SEC-registered investment adviser
- Location: 1695 ELLINGTON ROAD, SOUTH WINDSOR, CT, 06074
- Phone: 860-644-8666
- Latest filing: 2026-03-27
- Regulatory AUM: $64.7M
- Discretionary AUM: $64.7M
- Clients: 2
- Accounts: 183

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122437/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122437/similar
- Related entities: https://search.stillhousedata.com/firm/122437/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122437

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.