Overview
Assets Under Management: $191 million
Headquarters: GREENSBORO, NC
High-Net-Worth Clients: 73
Average Client Assets: $1.7 million
Frequently Asked Questions
STRATEGIC ADVISORY PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314842), STRATEGIC ADVISORY PARTNERS is subject to fiduciary duty under federal law.
STRATEGIC ADVISORY PARTNERS is headquartered in GREENSBORO, NC.
STRATEGIC ADVISORY PARTNERS serves 73 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, STRATEGIC ADVISORY PARTNERS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
STRATEGIC ADVISORY PARTNERS manages $191 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, STRATEGIC ADVISORY PARTNERS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.24%
Average Client Assets: $1.7 million
Total Client Accounts: 828
Discretionary Accounts: 760
Non-Discretionary Accounts: 68
Regulatory Filings
CRD Number: 314842
Filing ID: 2040538
Last Filing Date: 2026-03-25 12:58:40