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| Strategic Investment Advisors LLC
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|---|---|
| CRD # | 151501 |
| SEC # | 801-110692 |
| CIK # | 0001432539, 0001569119, 0001760540 |
| AUM | 1,816.3 M (2026-06-19) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-567-6688 |
| Address | 29409 Haggerty Road Novi, MI 48377 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| World Currency Gold Trust | 0.1 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| KLA Tencor Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| McKesson Corp | 0.0 | ||
| Visa Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,542 | 680.7 |
| (b) Individuals (high net worth individuals) | 514 | 1,116.8 |
| (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 | 1 | 16.0 |
| (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 | 9 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 11,760 | 1,816.3 |
| By Discretionary | ||
| Discretionary | 11,760 | 1,816.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11,760 | 1,816.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,816.3 | |
| Total | 11,760 | 1,816.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001432539] | |
| 13F-HR | [0001569119] | |
| 13F-HR | [0001760540] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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