← Directory

C2 PRIVATE WEALTH

Legal name: STRATEGIC INVESTMENT ADVISORS, LLC

CRD 151501File 801-110692
APPROVED
Retail clients
Custody
Filing as of Jun 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.82B
Top 25% of cohort (national)
Discretionary AUM
$1.82B
Clients
2,066
11,760 accounts
Employees
16
Top 25% of cohort in MI

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
May 31, 2017
Principal office
29409 HAGGERTY ROAD, SUITE 200, NOVI, MI, 48377
Phone
248-567-6688

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.82B
Discretionary AUM
$1.82B
Non-discretionary AUM
$0
Discretionary accounts
11,760
Non-discretionary accounts
0
Total accounts
11,760
AUM per client
$879K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other9$2.8M
Charitable organizations1$16.0M
High net worth individuals514$1.12B
Individuals (other than high net worth individuals)1,542$680.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.