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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STRATEGY FINANCIAL GROUP

STRATEGY FINANCIAL SERVICES, LLC, CRD 164531

PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e3ce27ae-9802-14a3-cd69-7d601efe401c

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 8
On other graphs: 0
Observed: Aug 11, 2021 to Mar 31, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $367MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $367M
Private client RAUM: $367MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $36.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 10
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 3,820
Individual clients: 898
High net worth clients: 153
Custody, client assets: $147M
SEC number: 801-122298
CRD: 164531
Filings on the tape: 19
First filed: Aug 11, 2021
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, AZ
Website: calvingoetz.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CALVIN PETER GOETZ	n/a	PHOENIX, AZ	13	16	1	no
Clayton Paul Netherlin	n/a	PHOENIX, AZ	6	26	2	no
ANDREW JAMES ABYSALH	n/a	PHOENIX, AZ	3	16	1	no
Jeremy Scott Kraut-Ordover	n/a	PHOENIX, AZ	2	13	n/a	no
RICHARD JOHN DEFRANCESCO	Certified Financial Planner	PHOENIX, AZ	2	13	1	no
John Langer	n/a	PHOENIX, AZ	1	13	4	no
Michael Paul Jukich	n/a	PHOENIX, AZ	1	19	1	no
Austin Matthew Castillo	n/a	PHOENIX, AZ	0	14	1	no
Rafael De Oliveira	n/a	PHOENIX, AZ \| Chandler, AZ	0	10	11	no
CHARLES PICK DICKENS	n/a	PHOENIX, AZ	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CPG GROUP, LLC	Member	E	yes	10/2012	Aug 11, 2021	Mar 21, 2024
GOETZ, CALVIN, PETER	MEMBER & MANAGER	E	yes	07/2005	Aug 11, 2021	Mar 21, 2024
GOETZ, CALVIN, PETER	MANAGER, CHIEF COMPLIANCE OFFICER	Na	yes	10/2012	Aug 11, 2021	Mar 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
STRATEGY FINANCIAL INSURANCE, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Chandler	Az	United States	1	no
ORO VALLEY	Az	United States	1	no
Albuquerque	Nm	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$367M	$367M	20	10	3	n/a	n/a
2024	Apr 17, 2025	$280M	$280M	14	5	3	n/a	n/a
2023	Mar 21, 2024	$181M	$181M	14	6	3	n/a	n/a
2022	Mar 23, 2023	$136M	$136M	16	6	3	n/a	n/a
2021	Mar 30, 2022	$128M	$128M	13	5	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	2	1	20.0%	1	0	0	8	7

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$367M	$280M	31.0%	$136M	39.3%	20	14	3	3

Relationships

Registered with (21)

← CHARLES PICK DICKENSAdvisorregistration: current employment
Aug 13, 2026 to presentfactForm ADV
← Rafael De OliveiraAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← Austin Matthew CastilloAdvisorregistration: current employment
Oct 27, 2025 to presentfactForm ADV
← Michael Paul JukichAdvisorregistration: current employment
Jun 5, 2025 to presentfactForm ADV
← John LangerAdvisorregistration: current employment
Mar 20, 2025 to presentfactForm ADV
← RICHARD JOHN DEFRANCESCOAdvisorregistration: current employment
Aug 23, 2024 to presentfactForm ADV
← Jeremy Scott Kraut-OrdoverAdvisorregistration: current employment
Jan 8, 2024 to presentfactForm ADV
← ANDREW JAMES ABYSALHAdvisorregistration: current employment
Jun 12, 2023 to presentfactForm ADV
← Clayton Paul NetherlinAdvisorregistration: current employment
Oct 29, 2019 to presentfactForm ADV
← CALVIN PETER GOETZAdvisorregistration: current employment
Apr 24, 2013 to presentfactForm ADV
← Jessie J Tranchina-SatterfieldAdvisorregistration: previous registration
Oct 24, 2025 to Feb 25, 2026factForm ADV
← Jose M GarzaAdvisorregistration: previous registration
May 27, 2025 to Jan 29, 2026factForm ADV
← Evan Samuel HartsteinAdvisorregistration: previous registration
May 31, 2024 to Nov 13, 2024factForm ADV
← DAVID MATTHEW RILEYAdvisorregistration: previous registration
Jun 2, 2016 to Aug 20, 2024factForm ADV
← Daniel Robert BrownAdvisorregistration: previous registration
Feb 28, 2023 to Apr 24, 2024factForm ADV
← Thomas Clark DupreeAdvisorregistration: previous registration
Jul 12, 2022 to Jan 26, 2024factForm ADV
← JOCELYN ROSE BLACKAdvisorregistration: previous registration
May 21, 2021 to Dec 8, 2023factForm ADV
← Sean C NicolAdvisorregistration: previous registration
Oct 3, 2018 to Sep 3, 2019factForm ADV
← ANTHONY EUGENE OLSONAdvisorregistration: previous registration
Apr 24, 2013 to Feb 1, 2018factForm ADV
← Samuel Robert OlsonAdvisorregistration: previous registration
Sep 16, 2016 to Feb 1, 2018factForm ADV
← ANDREW SCOTT RAFALAdvisorregistration: previous registration
Nov 20, 2012 to Dec 17, 2015factForm ADV

Controls (2)

← GOETZ, CALVIN, PETEROwnerMEMBER & MANAGER, ownership code E, individual
Aug 11, 2021 to Mar 21, 2024factForm ADV
← CPG GROUP, LLCOwnerMEMBER, ownership code E, domestic entity
Aug 11, 2021 to Mar 21, 2024factForm ADV

Dated events

Occurred
Feb 25, 2026
Advisor changed firm
Jessie J Tranchina-Satterfield left Strategy Financial Group for Kingdom Financial Group, Llc (registered 2026-04-28)
Form ADVobserved 4 days ago
Occurred
Jan 29, 2026
Advisor changed firm
Jose M Garza left Strategy Financial Group for Simplicity Wealth (registered 2026-04-02)
Form ADVobserved 4 days ago
Occurred
Nov 13, 2024
Advisor changed firm
Evan Samuel Hartstein left Strategy Financial Group for Allstate Financial Advisors, Llc (registered 2025-04-10)
Form ADVobserved 4 days ago
Occurred
Aug 20, 2024
Advisor changed firm
David Matthew Riley left Strategy Financial Group for Arcwood Financial, Llc (registered 2024-10-17)
Form ADVobserved 4 days ago
Occurred
Apr 24, 2024
Advisor changed firm
Daniel Robert Brown left Strategy Financial Group for Foundations Investment Advisors Llc (registered 2024-06-11)
Form ADVobserved 4 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Thomas Clark Dupree left Strategy Financial Group for Dupree Financial Group, Llc (registered 2024-02-01)
Form ADVobserved 4 days ago
Occurred
Dec 8, 2023
Advisor changed firm
Jocelyn Rose Black left Strategy Financial Group for Better Money Decisions (registered 2024-02-05)
Form ADVobserved 4 days ago
Occurred
Aug 11, 2021
First Form ADV filing
Strategy Financial Group filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3ce27ae-9802-14a3-cd69-7d601efe401c
First observed: Aug 11, 2021
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STRATEGY FINANCIAL GROUP

STRATEGY FINANCIAL SERVICES, LLC, CRD 164531

PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e3ce27ae-9802-14a3-cd69-7d601efe401c

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CALVIN PETER GOETZ

n/a

PHOENIX, AZ

Clayton Paul Netherlin

n/a

PHOENIX, AZ

ANDREW JAMES ABYSALH

n/a

PHOENIX, AZ

Jeremy Scott Kraut-Ordover

n/a

PHOENIX, AZ

n/a

RICHARD JOHN DEFRANCESCO

Certified Financial Planner

PHOENIX, AZ

John Langer

n/a

PHOENIX, AZ

Michael Paul Jukich

n/a

PHOENIX, AZ

Austin Matthew Castillo

n/a

PHOENIX, AZ

Rafael De Oliveira

n/a

PHOENIX, AZ | Chandler, AZ

CHARLES PICK DICKENS

n/a

PHOENIX, AZ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CPG GROUP, LLC

Member

yes

10/2012

Aug 11, 2021

Mar 21, 2024

GOETZ, CALVIN, PETER

MEMBER & MANAGER

yes

07/2005

Aug 11, 2021

Mar 21, 2024

GOETZ, CALVIN, PETER

MANAGER, CHIEF COMPLIANCE OFFICER

yes

10/2012

Aug 11, 2021

Mar 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

STRATEGY FINANCIAL INSURANCE, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Chandler

United States

ORO VALLEY

United States

Albuquerque

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$367M

n/a

2024

Apr 17, 2025

$280M

n/a

2023

Mar 21, 2024

$181M

n/a

2022

Mar 23, 2023

$136M

n/a

2021

Mar 30, 2022

$128M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$367M

$280M

31.0%

$136M

39.3%