STRATEGIC ADVISORY SERVICES, L.L.C.

RIASEC RegisteredEst. 2018

Total AUM

$185M

Discretionary

$185M

100% of AUM

Avg account

$449K

Accounts

412

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 108706
Registered since: May 21, 2018
Website: www.askstrategicadvisory.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Other
Client types: HNWI62.7%
Individuals37.23%
Corporations / Businesses0.07%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Strategic Advisory Services, L.L.C. is an independent registered investment adviser formed as an LLC and SEC-registered since 2018. The firm is owned by an individual and positions itself as a capital allocator that serves both individual/family and institutional clients. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include a percentage-of-AUM component alongside other fee types. Strategic Advisory Services does not identify as an active ESG investor and is not flagged as a multi-state adviser or a pension consultant.