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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-2024
- Office Locations
- 1
Office Locations
About Strategic Finance Inc.
Strategic Finance Inc. is an Oregon- and Washington-registered RIA providing comprehensive financial planning alongside direct portfolio management for individuals planning for retirement and wealth building. The firm emphasizes evidence-based, research-driven investing and uses a proprietary three-factor model designed to capture systematic market inefficiencies while managing risk. A distinctive feature is that the same advisor builds the financial plan and constructs the portfolio; assets are custodied at Charles Schwab.
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Investment Themes
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Owner & Executives
TED NATHAN TAPLETT
Chief Compliance Officer, PRINCIPAL
- CRD
- #7824309
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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