Strategic Advisory Services

RIASEC RegisteredEst. 2022

Total AUM

$201M

Discretionary

$201M

100% of AUM

Avg account

$434K

Accounts

464

Employees

Advisory reps

Firm details

Headquarters: Memphis, Tennessee
CRD number: 287984
Registered since: March 16, 2022
Website: www.saswealthadvisors.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM
Client types: HNWI55.04%
Individuals37.21%
Charitable Organizations7.76%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Strategic Advisory Services LLC is an SEC‑registered investment adviser that began registration in 2022 and is owned by an individual. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its core advisory capabilities are portfolio management for individuals and small businesses and selection of other advisers, indicating it uses third‑party managers as part of its client solutions. Compensation is based on a percentage of assets under management. The firm lists an affiliation with an insurance company and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds49%
Exchange Traded Equities42%
Cash & Cash Equivalents4%
US Government Bonds3%
State & Local Bonds1%

Contacts

3 of 8

Samuel Humphreys
Financial AdvisorCRD 820181
Kent Monypeny
Financial AdvisorCRD 1063117
Michael Agee
Investment Adviser Representative, Registered RepresentativeCRD 3177764