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| Strategic Wealth Advisors Group Inc
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|---|---|
| CRD # | 285863 |
| SEC # | 801-130149 |
| CIK # | 0001548916, 0002107449 |
| AUM | 206.7 M (2026-03-30) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 586-203-2275 |
| Address | 8667 Hall Road Utica, MI 48317 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 4.6 | ||
| Apple Inc | 4.5 | ||
| Microsoft Corp | 2.1 | ||
| Amazon Com Inc | 1.4 | ||
| Alphabet Inc | 1.3 | ||
| Broadcom Inc | 1.1 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Tesla Motors Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 471 | 116.4 |
| (b) Individuals (high net worth individuals) | 73 | 90.3 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,270 | 206.7 |
| By Discretionary | ||
| Discretionary | 1,270 | 206.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,270 | 206.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.7 | |
| Total | 1,270 | 206.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001548916] | |
| 13F-NT | [0001548916] | |
| 13F-HR | [0002107449] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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Longview Financial Advisors Inc
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CapStar Financial Services LLC
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TX | 207.8 M |
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Lesa Sroufe & Company Inc
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WA | 207.3 M |
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360 Financial Partners LLC
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SC | 206.5 M |
|
Brown Capital Management LLC
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|
AR | 205.2 M |
|
Flavin Financial Services Inc
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|
FL | 205.0 M |
|
Teton Wealth Group LLC
✚
|
UT | 204.0 M |