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STRATEGIC RETIREMENT ADVISORS, LLC
CRD 142887File 801-114888
APPROVED
Retail clients
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$216.9M
Below cohort median (national)
Discretionary AUM
$144.0M
Non-discretionary $72.9M
Clients
945
945 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 22, 2019
- Principal office
- 9245 LAGUNA SPRINGS DRIVE, SUITE 200, ELK GROVE, CA, 95758
- Phone
- 916-248-3619
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $216.9M
- Discretionary AUM
- $144.0M
- Non-discretionary AUM
- $72.9M
- Discretionary accounts
- 344
- Non-discretionary accounts
- 601
- Total accounts
- 945
- AUM per client
- $230K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 945 | $216.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- 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- Q11H2
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.