# The Strategic Financial Alliance

The Strategic Financial Alliance is a Multi Family Office based in Atlanta, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** tsfalliance.com
- **LinkedIn:** https://www.linkedin.com/company/sfa-partners-2003

## Regulatory record

- **CRD number:** 126514
- **SEC file number:** 801-62226
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126514

## About

The Strategic Financial Alliance is an SEC-registered investment adviser in Atlanta, GA, registered since 2003. The firm manages $382 million in regulatory assets, with $27 million on a discretionary basis. It has 56 employees and 41 investment advisers.

## Sectors

- Wealth Management
- Financial Services

## People

- Mark D. Olson — Chairman
- H. Michael Williams — Chief Executive Officer
- Jeffrey A. Kosh — President and Chief Operating Officer

## Questions

### Who runs The Strategic Financial Alliance's executive leadership?

The firm's day-to-day operations are led by Chief Executive Officer H. Michael Williams and President and Chief Operating Officer Jeffrey A. Kosh. Founder Mark D. Olson serves as Chairman and remains a guiding presence in the organization's strategic direction. The leadership team operates from the firm's Atlanta-area headquarters.

### How does The Strategic Financial Alliance differ from a traditional wirehouse?

The firm's dual registration as both a broker-dealer and a registered investment advisor allows affiliated financial advisors to operate as independent business owners rather than as employees. Advisors retain their own branding and client relationships, while the parent entity provides compliance oversight, technology platforms, and access to a broad shelf of investment and insurance products. This partnership structure fundamentally differs from the captive-advisor model at wirehouses.

### What types of investment products are available on the platform?

The platform supports equities, fixed income, managed accounts, alternative investments, and insurance-based products including annuities and life insurance strategies. Through an affiliated insurance general agency, advisors can also incorporate risk-management solutions for mass-affluent and high-net-worth clients.

### What is the difference between Strategic Financial Alliance Securities and Strategic Financial Alliance, Inc.?

Strategic Financial Alliance Securities is the firm's independent broker-dealer, registered with FINRA and the SEC, which handles securities transactions. Strategic Financial Alliance, Inc. is the registered investment advisor entity, through which fee-based advisory services are delivered. This dual structure gives affiliated advisors the flexibility to operate under a commission-based, fee-based, or hybrid model.

### Does The Strategic Financial Alliance disclose total platform assets or advisor headcount?

The firm does not publish a fixed annual figure for total advisory assets or the number of affiliated advisors in the manner of publicly traded wealth-management platforms. Its operating model treats individual advisor practices as independently owned businesses, and aggregate metrics are not part of its standard public disclosures.

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- [The Simpson Firm](https://altss.com/profile/the-simpson-firm-llc)

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Last updated: 2026-07-06T01:24:27.035Z

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