What is Strategic Financial Management's NAICS code?

Strategic Financial Management's NAICS code is 52 (Finance and Insurance).

Insights

Targeted Niche Small financial services firm with 2-10 employees and revenue between 1M and 10M presents a sales opportunity to offer scalable advisory platforms, integrated wealth management solutions, and cost-efficient technology to support growth without overhauling core operations.

Customization Edge Leveraging their emphasis on The Wealth Empowerment Breakthrough and Strategic Synchronization, position premium consultation packages, implementation of advanced portfolio analytics, and personalized advisory workflows to deepen client relationships and increase AUM.

Regulatory & Compliance Investment advisory services are offered through an SEC Registered Investment Advisor (CWM, LLC), highlighting opportunities to provide compliance, risk management, and regulatory tech integrations to ensure fiduciary standards and reporting accuracy.

Digital Enablement Current tech stack elements (Cloudflare DNS, Google Tag Manager, Sentry, reCAPTCHA, ASP.NET) indicate readiness for digital marketing, monitoring, and secure client portals; propose CRM, marketing automation, and client portal enhancements to boost lead conversion and client transparency.

Growth Readiness Revenue scale and recognition in a market with large incumbents suggests an opportunity to offer scalable, low-friction solutions (white-label or integration-ready) that help them compete with bigger firms while preserving boutique service quality.

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Strategic Financial Management Tech Stack

Strategic Financial Management uses 8 technology products and services including AdRoll, WordPress, CookieYes, and more. Explore Strategic Financial Management's tech stack below.

AdRoll
Advertising
WordPress
Content Management System
CookieYes
Cookie Compliance
Shopify
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
HubSpot
Marketing Automation
Wistia
Online Video Platforms

Media & News

Cwm, Llc. recognized as one of the core papers for students appearing in the Final Level of Chartered Accountancy Course
Strategic Financial Management (SFM) is one of the core papers for students appearing in the Final Level of Chartered Accountancy Course.
Jul 05, 2021 | caknowledge.com

Strategic Financial Management's Email Address Formats

Strategic Financial Management uses at least 1 email format:

Strategic Financial Management Email Formats	Example	Percentage
First@sfmnow.com	John@sfmnow.com	100%

Frequently Asked Questions

What is Strategic Financial Management's phone number?

You can contact Strategic Financial Management's main corporate office by phone at

+1-706-434-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Strategic Financial Management's official website and social media links?

Strategic Financial Management's official website is sfmnow.com and has social profiles on LinkedIn.

How much revenue does Strategic Financial Management generate?

As of September 2026, Strategic Financial Management's annual revenue is estimated to be $1M - $10M.

What is Strategic Financial Management's SIC code and NAICS code?

Strategic Financial Management's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Strategic Financial Management have currently?

As of September 2026, Strategic Financial Management has approximately 8 employees across 2 continents, including North America and Oceania. Key team members include Chief Operating Officer: J. B. and Client Services Coordinator: J. P. Explore Strategic Financial Management's employee directory with LeadIQ.

What industry does Strategic Financial Management belong to?

Strategic Financial Management operates in the Financial Services industry.

What technology does Strategic Financial Management use?

Strategic Financial Management's tech stack includes AdRoll, WordPress, CookieYes, Shopify, Microsoft 365, Google Cloud, HubSpot and Wistia.

What is Strategic Financial Management's email format?

Strategic Financial Management's email format typically follows the pattern of First@sfmnow.com. Find more Strategic Financial Management email formats with LeadIQ.

When was Strategic Financial Management founded?

Strategic Financial Management was founded in 2005.

Strategic Financial Management

Q: What technology does Strategic Financial Management use?

Strategic Financial Management's tech stack includes TrackJS, Slick, Google Fonts API, Google Tag Manager, JSON-LD.

Financial ServicesGeorgia, United States2-10 Employees

Strategic Financial Management is a small financial services firm based in Augusta, Georgia. It provides customized guidance designed to help clients overcome obstacles by leveraging their strengths and opportunities, guided by two proprietary processes called the Wealth Empowerment Breakthrough and Strategic Synchronization. The firm draws on a diverse background to connect clients with their goals and to design plans that support informed financial decisions. Investment advisory services are offered through CWM, LLC, an SEC-registered adviser. In July 2021, SFMnow was noted as a core paper for students pursuing the Final Level of Chartered Accountancy, reflecting academic relevance associated with the firm.