STRATEGIS FINANCIAL GROUP, INC
SEC file number 801-36025
· PROVO, Utah
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$46.7M
Discretionary AUM
$26.1M
Employees
—
Clients
300
Firm
- Address
- 2230 N UNIVERSITY PKWY., STE 9C
PROVO, Utah 84604 - Phone
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Financial Edge Strategic Fund, L.P. Medium name-match confidence · CIK 1459175 · Florida
- Stratus Financial LLC Medium name-match confidence · CIK 2041144 · California
- BASSWOOD STRATEGIC FINANCIAL FUND, L.P. Medium name-match confidence · CIK 1878244 · New York
- EJF Financial Debt Strategies Fund LP Medium name-match confidence · CIK 2014766 · Virginia
- Stash Financial, Inc. Medium name-match confidence · CIK 1647051 · New York
- Studio Financial Holdings, Inc. Medium name-match confidence · CIK 1944891 · Tennessee
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · Oregon
- Stratus Financial Income Fund III LLC Medium name-match confidence · CIK 2051171 · California
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · New York
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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EJF Financial Debt Strategies Fund LP · D/A · Mar 12, 2026
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Financial Edge Strategic Fund, L.P. · D/A · Mar 10, 2026
-
W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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BASSWOOD STRATEGIC FINANCIAL FUND, L.P. · D/A · Jan 21, 2026
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Studio Financial Holdings, Inc. · D · Sep 24, 2025$40M
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Stash Financial, Inc. · D · May 16, 2025$187.3M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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Financial Edge Strategic Fund, L.P. · D/A · Mar 13, 2025
-
EJF Financial Debt Strategies Fund LP · D/A · Mar 12, 2025
-
Stratus Financial LLC · D · Feb 10, 2025$100M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025
-
BASSWOOD STRATEGIC FINANCIAL FUND, L.P. · D/A · Jan 21, 2025
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Stratus Financial Income Fund III LLC · D · Jan 8, 2025$100M