Firm profile

STRATEGIC INTERNATIONAL

CRD 287914Latest ADV March 30, 2026

Strategic International is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 30, 2026, reports $176,870 in regulatory assets under management, 1 employee, and 2 accounts.

Assets Under Management
$177K
Employees
1
Offices
--
Total Clients
<5
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOTaylor L. Shockey
CIOTaylor L. Shockey

Advisory services offered

1 types reported
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 segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
2
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$177Kas of March 30, 2026
Discretionary100.0%
$177K
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$177K
Total Accounts2
10Y AUM Change+$177K

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee2:1
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.