# STRATEGIC FINANCIAL PARTNERS, LTD

STRATEGIC FINANCIAL PARTNERS, LTD of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 148858
- Type: SEC-registered investment adviser
- SEC file number: 801-77447
- Location: 121 SW MORRISON STREET, SUITE 1550, PORTLAND, OR, 97204
- Phone: 503-467-7832
- Latest filing: 2026-03-13
- Regulatory AUM: $321.1M
- Discretionary AUM: $321.1M
- Clients: 7
- Accounts: 902

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Grant Frederick Carroll | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Richard Lewis Williams | VICE PRESIDENT | — |
| CARROLL GRANT FREDERICK | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS RICHARD LEWIS | VICE PRESIDENT | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148858/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148858/similar
- Related entities: https://search.stillhousedata.com/firm/148858/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148858

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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.