← Directory
STRATEGIC INVESTMENT SOLUTIONS, INC.
CRD 143128File 801-67584
APPROVED
Retail clients
Custody
Filing as of Feb 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$830.2M
Above cohort median (national)
Discretionary AUM
$830.2M
Clients
2,600
3,631 accounts
Employees
14
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 23, 2007
- Principal office
- 9501 W 144TH PLACE, ORLAND PARK, IL, 60462-2562
- Phone
- 708-645-8820
- Website
- https://www.sisfp.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $830.2M
- Discretionary AUM
- $830.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,631
- Non-discretionary accounts
- 0
- Total accounts
- 3,631
- AUM per client
- $319K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 154 | $306.0M |
| Individuals (other than high net worth individuals) | 2,446 | $439.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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
- 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 17, 2026 | Clients | 2695 | 2600 |
| 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.