Strategic Advisory Services, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 3, 2026, reports $185M in regulatory assets under management, 5 employees, and 412 accounts.
Assets Under Management
$185M
Employees
5
Offices
--
Total Clients
208
Primary office
HOUSTON, TX
2925 BRIARPARK DR., SUITE 720, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.0% of total clients.
Top client categories% of clientsClients
1
Individuals
75.0%
156
2
HNWI
24.5%
51
3
Corporations
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$185Mas of March 3, 2026
Discretionary100.0%
$185M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$185M
Total Accounts412
10Y AUM Change+$67M (+56.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee42:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.