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| Keyboard |
| Strategic Advisory Services LLC
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|---|---|
| CRD # | 287984 |
| SEC # | 801-123188 |
| CIK # | |
| AUM | 201.2 M (2026-04-06) |
| Employees | 10 (80% Investors, 80% Brokers) |
| Phone | 901-751-2025 |
| Address | 6465 Quail Hollow Road Memphis, TN 38120 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 74.9 |
| (b) Individuals (high net worth individuals) | 39 | 110.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 15.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 464 | 201.2 |
| By Discretionary | ||
| Discretionary | 464 | 201.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 464 | 201.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 200.8 | |
| Total | 464 | 201.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Advisors LLC
✚
|
OH | 202.0 M |
|
Clearview Wealth Advisors LLC
✚
|
OR | 201.8 M |
|
Brasil Plural Investment Advisor LLC
✚
|
FL | 201.6 M |
|
Saul Wealth Advisors LLC
✚
|
FL | 201.5 M |
|
Keystone Wealth Advisors Incorporated
✚
|
MN | 201.4 M |
|
Upper Left Wealth Management LLC
✚
|
201.1 M | |
|
Stride Investments LLC
✚
|
IL | 200.9 M |
|
Risk Management Group LLC
✚
|
MD | 200.5 M |
|
Emerald Bay Wealth Management LLC
✚
|
CA | 200.4 M |
|
US Private Wealth LLC
✚
|
FL | 200.3 M |