ROCHESTER, MNCRD 306384Latest ADV January 22, 2026
Strategic Asset Management LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rochester, MN. Its latest Form ADV filing, dated January 22, 2026, reports $218M in regulatory assets under management, 11 employees, 4 offices, and 233 accounts.
Assets Under Management
$218M
Employees
11
Offices
4 offices
Total Clients
231
Primary office
ROCHESTER, MN
2434 SUPERIOR DRIVE NW, SUITE 101, ROCHESTER, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.5% of total clients.
Top client categories% of clientsClients
1
Individuals
67.5%
156
2
HNWI
32.5%
75
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$218Mas of January 22, 2026
Discretionary100.0%
$218M
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$218M
Total Accounts233
10Y AUM Change+$115M (+111.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee21:1
10Y Employee Change+7 (+175.0%)
* 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.