R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

Overview

Strategic Wealth Advisors (operating as R.S. Petrell & Associates, LLC) is an independent, fee-for-assets advisory firm that works with individuals, families and select institutional clients. The firm acts primarily as a capital allocator and advisor rather than a discretionary portfolio manager: its entire reported asset base is held in non‑discretionary relationships. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of outside advisers and educational seminars. The firm also operates as an insurance broker, which it integrates into client planning where appropriate. Investment preference is equity‑centric. The firm favors exchange‑traded equities as its primary implementation vehicle and uses separately managed account (SMA) structures to place substantial portions of client capital. Strategic Wealth Advisors supplements its public equity work with third‑party managers for specialized exposures and with insurance products when client goals call for guaranteed income or risk transfer.

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