SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Strategic Advisory Services, L.L.C.
Houston, TX
CRD 108706
Firm filing updated March 3, 2026 ·
- $184.9MAssets
- 208Clients
- 3Advisory staff
- 412Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals156
- High net worth individuals51
- Corporations or other businesses1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 156 | $68.8 million |
| High net worth individuals | 51 | $115.9 million |
| Corporations or other businesses not listed above | 1 | $122,206 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "ITEM 5.G.(2) IS PROVIDED THROUGH 5.G.(7) AND ASSET ALLOCATION SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "ITEM 5.G.(2) IS PROVIDED THROUGH 5.G.(7) AND ASSET ALLOCATION SERVICES"
Assets and accounts
- Regulatory assets$184.9 million
- Accounts412
- DiscretionaryAll accounts
People
- Employees5
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 108706, SEC file 801-113260.
- Registered with the SEC as an investment advisor (status date on record: May 21, 2018).
Is Strategic Advisory Services, L.L.C. a fiduciary?
Short answer: Strategic Advisory Services, L.L.C. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.