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STRATEGIC INVESTMENT SOLUTIONS, INC.
CRD 143128File 801-67584
APPROVED
Retail clients
Custody
Filing as of Feb 16, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,695 | 2,600 | decreased by95 |
| Mar 1, 2026 | Employees | 18 | 14 | decreased by4 |
| Mar 1, 2026 | Clients | 2,520 | 2,695 | increased by175 |
| Mar 1, 2026 | AUM | $910,000,000 | $830,236,000 | decreased by$79,764,000 |
| Mar 1, 2026 | Accounts | 3,910 | 3,631 | decreased by279 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 18 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,384 | 2,520 | increased by1,136 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $615,000,000 | $910,000,000 | increased by$295,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,593 | 3,910 | increased by1,317 |
| Mar 1, 2022 | Employees | 12 | 13 | increased by1 |
| Mar 1, 2022 | Clients | 1,090 | 1,384 | increased by294 |
| Mar 1, 2022 | AUM | $525,000,000 | $615,000,000 | increased by$90,000,000 |
| Mar 1, 2022 | Accounts | 2,440 | 2,593 | increased by153 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRATEGIC INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC INVESTMENT” 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.