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STRATEGIC ADVISORY SERVICES, L.L.C.
CRD 108706File 801-113260
APPROVED
Retail clients
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$184.9M
Bottom 25% of cohort (national)
Discretionary AUM
$184.9M
Clients
208
412 accounts
Employees
5
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 21, 2018
- Principal office
- 2925 BRIARPARK DR., SUITE 720, HOUSTON, TX, 77042
- Phone
- 713-977-3800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $184.9M
- Discretionary AUM
- $184.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 412
- Non-discretionary accounts
- 0
- Total accounts
- 412
- AUM per client
- $889K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $122K |
| High net worth individuals | 51 | $115.9M |
| Individuals (other than high net worth individuals) | 156 | $68.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — THIRD PARTY REFERRAL FEES (SELECTION OF OTHER ADVISERS)
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.