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 Wealth Management Group
New York, NY
Strategic Advisors LLC, CRD 125882
Firm filing updated July 28, 2026 ·
- $832.9MAssets
- 351Clients
- 5Advisory staff
- 889Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals177
- High net worth individuals155
- Pension and profit sharing plans13
- Charities6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 177 | $43.7 million |
| High net worth individuals | 155 | $754.9 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $30.4 million |
| Charitable organizations | 6 | $3.8 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
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "CONSULTING"
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING"
Assets and accounts
- Regulatory assets$832.9 million
- Accounts889
- DiscretionaryAll accounts
People
- Employees7
- Advisory staff5
- Broker-dealer reps2
- Licensed insurance agents2
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Strategic Advisors LLC SEC-registered investment advisor. CRD 125882, SEC file 801-64228.
- Registered with the SEC as an investment advisor (status date on record: May 16, 2005).
Is Strategic Wealth Management Group a fiduciary?
Short answer: Strategic Wealth Management Group 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.'
Some of the firm's people may also act for a broker-dealer: 2 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
2 staff are licensed insurance agents.
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.