Strategic Advisory Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greensboro, NC. Its latest Form ADV filing, dated March 25, 2026, reports $191M in regulatory assets under management, 8 employees, and 828 accounts.
Assets Under Management
$191M
Employees
8
Offices
--
Total Clients
346
Primary office
GREENSBORO, NC
3819 LAWNDALE DRIVE, GREENSBORO, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.1% of total clients.
Top client categories% of clientsClients
1
Individuals
75.1%
260
2
HNWI
21.1%
73
3
Pension Plans
3.2%
11
4
Corporations
0.6%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$191Mas of March 25, 2026
Discretionary84.3%
$161M
84% of total RAUM84.3%
Non-discretionary15.7%
$30M
16% of total RAUM15.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$191M
Total Accounts828
10Y AUM Change+$67M (+54.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee43:1
10Y Employee Change+5 (+166.7%)
* 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.