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| Strategic Wealth Investment Group LLC
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|---|---|
| CRD # | 165474 |
| SEC # | 801-117642 |
| CIK # | 0001970175, 0001750403, 0001802365, 0000849854 |
| AUM | 1,384.3 M (2026-03-23) |
| Employees | 88 (47% Investors, 0% Brokers) |
| Phone | 502-412-3354 |
| Address | 500 N Hurtsbourne Parkway Louisville, KY 40222 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Amazon Com Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Thermo Fisher Scientific Inc | 0.0 | ||
| Hubbell Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,614 | 912.7 |
| (b) Individuals (high net worth individuals) | 286 | 471.6 |
| (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 | 8,606 | 1,384.3 |
| By Discretionary | ||
| Discretionary | 8,606 | 1,384.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,606 | 1,384.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,384.3 | |
| Total | 8,606 | 1,384.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000849854] | |
| 13F-HR | [0001750403] | |
| 13F-HR | [0001802365] | |
| D | [0001970175] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wingate Wealth Advisors Inc
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|
MA | 1,415.3 M |
|
Souders Financial Advisors LLC
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OH | 1,409.3 M |
|
Acorn Financial Advisory Services Inc
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VA | 1,398.6 M |
|
Private Client Services LLC
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KY | 1,383.1 M |
|
Level Four Capital Management
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TX | 1,381.5 M |
|
Onyx Bridge Wealth Group LLC
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NY | 1,370.4 M |
|
Seaview Investment Managers LLC
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FL | 1,369.6 M |
|
One Day in July LLC
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VT | 1,363.7 M |
|
Packerland Brokerage Services Inc
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|
WI | 1,358.2 M |
|
Midwest Capital Advisors LLC
✚
|
MI | 1,356.6 M |