Strategic Advisory Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated April 6, 2026, reports $201M in regulatory assets under management, 10 employees, 2 offices, and 464 accounts.
Assets Under Management
$201M
Employees
10
Offices
2 offices
Total Clients
254
Primary office
MEMPHIS, TN
6465 QUAIL HOLLOW ROAD, SUITE 301, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.9% of total clients.
Top client categories% of clientsClients
1
Individuals
83.9%
213
2
HNWI
15.4%
39
3
Charitable
0.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$201Mas of April 6, 2026
Discretionary100.0%
$201M
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$201M
Total Accounts464
10Y AUM Change+$99M (+97.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee25:1
10Y Employee Change+6 (+150.0%)
* 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.