STRATEGIC FINANCIAL

STRATEGIC FINANCIAL of THOUSAND OAKS, CA is an SEC-registered investment adviser (CRD 127924). Regulatory assets under management: $73.4M.

Registration

• CRD: 127924
• SEC file number: 801-62287
• Type: Registered investment adviser
• Location: ONE BOARDWALK AVENUE, SUITE 103, THOUSAND OAKS, CA, 91360
• Phone: 805-494-1825
• Latest filing: 2026-03-29
• Regulatory AUM: $73.4M
• Non-discretionary AUM: $73.4M
• Clients: 1
• Accounts: 141

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 127924 on SEC IAPD (source of record)
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