Strategic Wealth Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 23, 2026, reports $1.4B in regulatory assets under management, 88 employees, 19 offices, and 8,606 accounts.
Assets Under Management
$1.4B
Employees
88
Offices
19 offices
Total Clients
3,900
Primary office
LOUISVILLE, KY
500 N. HURTSBOURNE PARKWAY, SUITE 120, LOUISVILLE, KY, United States
Top client segmentIndividuals represent 92.7% of total clients.
Top client categories% of clientsClients
1
Individuals
92.7%
3,614
2
HNWI
7.3%
286
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 23, 2026
Discretionary100.0%
$1.4B
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.
Total AUM$1.4B
Total Accounts8,606
10Y AUM Change+$1.3B (+1165.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees88
Clients per Employee44:1
10Y Employee Change+66 (+300.0%)
* 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.