Strategic Financial Management, Llc
- Regulatory AUM
- $167M
- Discretionary
- $19.4M
- Clients
- 27
- Avg AUM / client
- $6.2M
- Accounts
- 12
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 27 | $167M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(k) Profit Sharing Plan Augusta Orthopedic & Sports Medicine Specialists, P.C. | 2024 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Salvemini, Domenick, Anthony | Managing Member; Chief Compliance Officer | Jan 2004 (23y) | 75% or more | |
| Haley, Michael, Joseph | Member | Jan 2023 (4y) | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Augusta Orthopedic & Sports Medicine Specialists, P.C. 401(k) Profit Sharing Plan | Augusta Orthopedic & Sports Medicine Specialists, P.C. | 113 | $16.5M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 961 KB | 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- J.P. Morgan $130M (78% of AUM) Mar 2026
- Deutsche Bank Securities Inc. $28.3M (17% 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 19, 2026.
View current Form ADV (SEC/IAPD) ↗