NEWPORT BEACH, CACRD 286019Latest ADV March 30, 2026
Strategic Global Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 30, 2026, reports $3.0B in regulatory assets under management, 19 employees, 2 offices, and 34 accounts.
Assets Under Management
$3.0B
Employees
19
Offices
2 offices
Total Clients
11
Primary office
NEWPORT BEACH, CA
100 BAYVIEW CIRCLE, SUITE 650, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentGovernment represent 54.5% of total clients.
Top client categories% of clientsClients
1
Government
54.5%
6
2
Charitable
45.5%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 30, 2026
Discretionary100.0%
$3.0B
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$3.0B
Total Accounts34
10Y AUM Change+$2M (+0.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee1:1
10Y Employee Change-2 (-9.5%)
* 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.