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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Clients | 1,258 | 945 | decreased by313 |
| Jul 1, 2026 | AUM | $214,173,360 | $216,909,859 | increased by$2,736,499 |
| Jul 1, 2026 | Accounts | 1,258 | 945 | decreased by313 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,138 | 1,258 | increased by120 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $190,851,000 | $214,173,360 | increased by$23,322,360 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,138 | 1,258 | increased by120 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,038 | 1,138 | increased by100 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $165,950,000 | $190,851,000 | increased by$24,901,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,038 | 1,138 | increased by100 |
| Apr 1, 2022 | Clients | 1,136 | 1,038 | decreased by98 |
| Apr 1, 2022 | AUM | $150,968,000 | $165,950,000 | increased by$14,982,000 |
| Apr 1, 2022 | Accounts | 1,136 | 1,038 | decreased by98 |
| Jul 1, 2021 | Clients | 1,033 | 1,136 | increased by103 |
| Jul 1, 2021 | AUM | $137,244,000 | $150,968,000 | increased by$13,724,000 |
| Jul 1, 2021 | Accounts | 1,421 | 1,136 | decreased by285 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRATEGIC RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.
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.