Strategic Financial Partners, Ltd
- Regulatory AUM
- $321M
- Discretionary
- $321M
- Clients
- 360
- Avg AUM / client
- $892K
- Accounts
- 902
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 254 | $69.6M | 21.7% |
| High net worth individuals | 86 | $251M | 78.1% |
| Pension and profit sharing plans | 19 | $0 | — |
| Charitable organizations | 1 | $752K | 0.23% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grant Frederick Carroll | President/Chief Compliance Officer | Sep 2008 (18y) | 50% – 75% | |
| Richard Lewis Williams | Vice President | Sep 2008 (18y) | 50% – 75% | |
| Edward William Sager | Registered representative | Jun 2009 (17y) | ||
| Kevin Asher Green | Registered representative | Feb 2020 (7y) | ||
| Michael Richard Eisenhauer | Registered representative | Mar 2021 (5y) | ||
| Robert Ryan Kirkpatrick | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • THIRD PARTY ADVISER REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $321M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗