POMPANO BEACH, FLCRD 135832Latest ADV March 27, 2026
Strategic Asset Management Group Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Pompano Beach, FL. Its latest Form ADV filing, dated March 27, 2026, reports $416M in regulatory assets under management, 5 employees, and 404 accounts.
Assets Under Management
$416M
Employees
5
Offices
--
Total Clients
126
Primary office
POMPANO BEACH, FL
2000 NORTH FEDERAL HIGHWAY, SUITE 202, POMPANO BEACH, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.4% of total clients.
Top client categories% of clientsClients
1
HNWI
52.4%
66
2
Individuals
46.0%
58
3
Pension Plans
0.8%
1
4
Corporations
0.8%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$416Mas of March 27, 2026
Discretionary92.8%
$386M
93% of total RAUM92.8%
Non-discretionary7.2%
$30M
7% of total RAUM7.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$416M
Total Accounts404
10Y AUM Change$-46M (-10.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee25:1
10Y Employee Change-2 (-28.6%)
* 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.