ORLAND PARK, ILCRD 143128Latest ADV February 16, 2026
Strategic Investment Solutions, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Orland Park, IL. Its latest Form ADV filing, dated February 16, 2026, reports $830M in regulatory assets under management, 14 employees, 3 offices, and 3,631 accounts.
Assets Under Management
$830M
Employees
14
Offices
3 offices
Total Clients
2,695
Primary office
ORLAND PARK, IL
9501 W 144TH PLACE, ORLAND PARK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.8% of total clients.
Top client categories% of clientsClients
1
Individuals
90.8%
2,446
2
HNWI
5.7%
154
3
401K PLANS
3.5%
95
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$830Mas of February 16, 2026
Discretionary100.0%
$830M
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$830M
Total Accounts3,631
10Y AUM Change+$498M (+150.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee193:1
10Y Employee Change+8 (+133.3%)
* 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.