STRATEGIC WEALTH MANAGEMENT GROUP

Legal name: STRATEGIC ADVISORS LLC

CRD 125882File 801-64228

APPROVED

Retail clients

Filing as of Jul 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$832.9M

Above cohort median (national)

Discretionary AUM

$832.9M

Clients

351

889 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: May 16, 2005
Principal office: 1776 BROADWAY, SUITE 1900, NEW YORK, NY, 10019
Phone: 212-489-0100
Website: HTTPS://WWW.SWMGRP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $832.9M
Discretionary AUM: $832.9M
Non-discretionary AUM: $0
Discretionary accounts: 889
Non-discretionary accounts: 0
Total accounts: 889
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	6	$3.8M
High net worth individuals	155	$754.9M
Pension and profit sharing plans	13	$30.4M
Individuals (other than high net worth individuals)	177	$43.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for other
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 11

This 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.