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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-14-2009
- Office Locations
- 5
Office Locations
About Strategic Financial Partners, LTD
Strategic Financial Partners, Ltd. is an Oregon-based financial planning and wealth management firm providing high-touch, personalized advice and ongoing monitoring of long-term plans for individuals, families, and business owners navigating life transitions. The team emphasizes client education and stewardship-focused decision-making, with portfolio construction that can include ETFs and mutual funds. Custody/clearing is through LPL Financial.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GRANT FREDERICK CARROLL
Chief Compliance Officer, President
- CRD
- #2735304
- Ownership
- 50% but less than 75%
RICHARD LEWIS WILLIAMS JR
Managing Partner
- CRD
- #2071231
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MICHAEL RICHARD EISENHAUER
--
- CRD
- #5667409
KEVIN ASHER GREEN
--
- CRD
- #4136845
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $321,117,654 | $356,006 |
| Non-Discretionary | $0 | -- |
| Total | $321,117,654 | $356,006 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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