STRATEGY FINANCIAL SERVICES, LLC

CRD

164531

SEC file #

801-122298

EIN

—

DBA names

Strategy Financial Group

Economics

AUM

$366.7M

AUM band

$100M-$500M

AUM trajectory

'22 · $112.6M

'23 · $127.8M

'25 · $279.9M

'26 · $366.7M

'22'26

$112.6M → $366.7M▲ +226%

sec adv history

Client mix

Individuals Other	898
Individuals High Net Worth	153

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'22 · 4 advisors

'23 · 5 advisors

'25 · 5 advisors

'26 · 10 advisors

'22'26

4 advisors → 10 advisors▲ +150%

sec adv history

Primary office

PHOENIX AZ

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals

Fee basis

% of AUMHourly charges

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

calvingoetz.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

CPG GROUP, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

CPG GROUP, LLC

GOETZ, CALVIN, PETER

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CALVINGOETZ.COM

Rdap Domain Creation Date

2009-10-24T03:30:32Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.377

Soi Zip Pct 200k Plus

0.1522

Soi Zip Returns 200k Plus

860

Soi Zip Total AGI

709,373

Fdic Zip Total Deposits

4,357,677,000

Fdic Zip Branch Count

Fdic Zip Top Banks

BOKF, National Association

Zions Bancorporation, N.A.

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4

adv brochure

Fdic Zip Branches Raw

National Bank of ArizonaPhoenix, AZ

Fdic Zip HHI

1494.53

Fdic Zip Top Bank Share Pct

20.68

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-10-24T03:30:32Z

Rdap Domain Last Changed

2025-10-24T17:06:11Z

Rdap Nameservers

Ns39.domaincontrol.comNs40.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	10,626
Returns	860

Stub 2

AGI	35,886
Returns	950

Stub 3

AGI	57,843
Returns	940

Soi Zip Total Business Income

22,454

Soi Zip Total Cap Gains

44,163

Soi Zip Total Dividends

17,444

Soi Zip Total Returns

5,650

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