Strategic Portfolio Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 6, 2026, reports $136M in regulatory assets under management, 5 employees, 2 offices, and 393 accounts.
Assets Under Management
$136M
Employees
5
Offices
2 offices
Total Clients
188
Primary office
DALLAS, TX
17304 PRESTON ROAD, SUITE 125, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.7% of total clients.
Top client categories% of clientsClients
1
Individuals
70.7%
133
2
HNWI
29.3%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136Mas of March 6, 2026
Discretionary96.8%
$132M
97% of total RAUM96.8%
Non-discretionary3.2%
$4M
3% of total RAUM3.2%
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.
Total AUM$136M
Total Accounts393
10Y AUM Change+$34M (+33.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* 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.