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STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
CRD 128199File 801-69126
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.66B
Top 25% of cohort (national)
Discretionary AUM
$1.26B
Non-discretionary $402.6M
Clients
312
3,600 accounts
Employees
14
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 2, 2008
- Principal office
- 100 PASSAIC AVENUE, FAIRFIELD, NJ, 07004
- Phone
- 973-575-3444
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.66B
- Discretionary AUM
- $1.26B
- Non-discretionary AUM
- $402.6M
- Discretionary accounts
- 2,100
- Non-discretionary accounts
- 1,500
- Total accounts
- 3,600
- AUM per client
- $5.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 150 | $1.33B |
| Pension and profit sharing plans | 12 | $78.6M |
| Individuals (other than high net worth individuals) | 150 | $250.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.