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 Portfolio Solutions, LLC
Dallas, TX
CRD 156374
Firm filing updated March 6, 2026 ·
- $136.2MAssets
- 188Clients
- 5Advisory staff
- 393Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals133
- High net worth individuals55
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 133 | $30.6 million |
| High net worth individuals | 55 | $105.6 million |
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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$136.2 million
- Accounts393
- Discretionary$131.8 million · 387 accounts
- Non-discretionary$4.4 million · 6 accounts
People
- Employees5
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients1 to 10
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 156374, SEC file 801-131029.
- Registered with the SEC as an investment advisor (status date on record: August 30, 2024).
Is Strategic Portfolio Solutions, LLC a fiduciary?
Short answer: Strategic Portfolio Solutions, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents, the firm is itself an insurance broker or agent and the firm has a related insurance company or agency.
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.