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STRADA FINANCIAL GROUP LLC

BORING, OR · CRD 316987 · IAPD ↗ · stradafg.com · 503-667-5355

$159.2MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — STRADA FINANCIAL GROUP LLC moved its main office from FAIRVIEW, OR to BORING, OR.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2026 — STRADA FINANCIAL GROUP LLC reported RAUM up 26% ($125.9M -> $159.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — STRADA FINANCIAL GROUP LLC reported RAUM up 26% ($100.3M -> $125.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
June 2024 — STRADA FINANCIAL GROUP LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2024 — STRADA FINANCIAL GROUP LLC (FAIRVIEW, OR) is newly SEC-registered with $107.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.