Fundraisers / The Strategic Financial Alliance, Inc.
FundraiserRegistered broker-dealer
The Strategic Financial Alliance, Inc.
FINRA 126514 · placing rounds since Jan 2016
12company rounds placed
1in the last two years, last Jun 2025
$122Msold in the rounds they placed
327.0%typical commission; the median firm takes 4.9%
Named on 53 Form D filings as paid to sell the offering: 12 for operating companies, 41 for real estate. 2 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q2124Q2125Q2
What they place
- Oil and Gas100%
How big the rounds are
- Under $1M4
- $1M to $5M5
- $5M to $20M1
- $20M to $100M3
- $100M+0
Where the companies are
TX12PA6LA2NY2
Rounds they placed
FiledIssuerIndustrySold
Jun 2025Mewbourne Energy Partners 25-A, L.P.Oil and Gas$1.0M
Jun 2024Mewbourne Energy Partners 24-A, L.P.Oil and Gas$36M
May 2024Shopoff Secured 10 Pct Interest Fund, LPAgents: The Strategic Financial AllianceOther Real Estate-
Nov 2023CX Mode at Hyattsville, DSTOther Real Estate$17M
Jun 2023Mewbourne Energy Partners 23-A, L.P.Oil and Gas$25M
May 2023Sovereign Fund IV, LLCCommercial-
May 2023Sovereign Fund IV Blocker, LLCCommercial-
Apr 2023Flatirons Self-Storage V DSTOther Real Estate-
Nov 2022CX Owings Mills Multifamily, DSTOther Real Estate$1.1M
Oct 2022MCI Preferred Income Fund V-A, LLCOther Real Estate$250k
Jul 2022RK Riverstone DSTCommercial-
Jul 2022RK Dawson Park DSTCommercial-
Jun 2022Mewbourne Energy Partners 22-A, L.P.Oil and Gas$49M
Mar 2022RK Grandview at Clear Pond DSTCommercial-
Jan 2022Mci Preferred Income Fund Vi, LLCOther Real Estate$200k
Dec 2021RK Pointe at East Shore DSTCommercial-
Oct 2021RK Trailside Verdae DSTCommercial-
Jul 2021RK AVLI at Crosstown Center DSTCommercial-
Jul 2021Mewbourne Energy Partners 21-A, L.P.Oil and Gas$3.1M
May 2021RK Pointe at Greenville DSTCommercial-
Mar 2021RK Haven Pointe at Carolina Forest DSTCommercial-
Dec 2020RK Pointe at Research Park DSTCommercial-
Oct 2020Rk Coda DstCommercial-
Aug 2020Mewbourne Energy Partners 20-A, L.P.Oil and Gas$2.7M
Apr 2020BR Sunrise Parc, DSTResidential$212k
Jan 2020Zero Coupon Chicagoland Office DSTOther Real Estate$55M
Jun 2019Mewbourne Energy Partners 19-A, L.P.Oil and Gas$3.1M
May 2019Triloma Seniors Housing Fund - St. Louis, LLCAgents: The Strategic Financial Alliance, Inc.Other Real Estate$423k
May 2019RK Berewick Pointe DSTCommercial-
Jul 2018RK One White Oak DSTCommercial-
Jun 2018Passco L82 Sarasota DSTResidential$300k
Jun 2018Mewbourne Energy Partners 18-A, L.P.Oil and Gas$960k
Jun 2018RK Montecito Pointe DSTCommercial-
Mar 2018Residences at the RIM LPCommercial$27M
Jan 2018RK Manchester Place DSTCommercial-
Jan 2018Beaver Tail Investors, LLCOther Real Estate$2.9M
Jan 2018Quorum Holdings Partners LLCAgents: Portsmouth Financial ServicesOther Real Estate$5.0M
Jan 2018Savannah Shoals Investments, LLCOther Real Estate$4.3M
Dec 2017BG Property, LLCOther Real Estate$938k
Nov 2017ER Property, LLCOther Real Estate$1.7M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
Often on the same rounds
Other fundraisers named on the same filings: the firms they syndicate with.
Berthel, Fisher & Company Financial Services, Inc.16 rounds togetherCalton & Associates, Inc.14 rounds togetherIndependent Financial Group, LLC14 rounds togetherCambridge Investment Research, Inc.13 rounds togetherCommonwealth Financial Network12 rounds togetherAusdal Financial Partners, Inc.12 rounds together
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