STRATEGIC ASSET MANAGEMENT GROUP ADVISORS

Legal name: STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.

CRD 135832File 801-68978

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$416.5M

Below cohort median (national)

Discretionary AUM

$386.5M

Non-discretionary $30.0M

Clients

126

404 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Mar 31, 2008
Principal office: 2000 NORTH FEDERAL HIGHWAY, SUITE 202, POMPANO BEACH, FL, 33062
Phone: 954-473-1110
Website: HTTP://WWW.1SAMGROUP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $416.5M
Discretionary AUM: $386.5M
Non-discretionary AUM: $30.0M
Discretionary accounts: 303
Non-discretionary accounts: 101
Total accounts: 404
AUM per client: $3.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.1M
High net worth individuals	66	$371.2M
Pension and profit sharing plans	Fewer than 5	$1.6M
Individuals (other than high net worth individuals)	58	$41.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
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.