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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 Oct 1, 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
- Website
- https://www.asgretire.com
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 type | Clients | AUM |
|---|---|---|
| Other | 9 | $2.8M |
| Charitable organizations | 1 | $16.0M |
| High net worth individuals | 514 | $1.12B |
| Individuals (other than high net worth individuals) | 1,542 | $680.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 16 | increased by5 |
| Apr 1, 2026 | Clients | 1,068 | 2,066 | increased by998 |
| Apr 1, 2026 | AUM | $1,181,835,232 | $1,816,297,187 | increased by$634,461,955 |
| Apr 1, 2026 | Accounts | 7,639 | 11,760 | increased by4,121 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,093 | 1,068 | decreased by1,025 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $677,931,440 | $1,181,835,232 | increased by$503,903,792 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,305 | 7,639 | increased by1,334 |
| Aug 1, 2022 | Employees | 8 | 9 | increased by1 |
| Jul 1, 2022 | Employees | 7 | 8 | increased by1 |
| Jun 1, 2022 | Employees | 6 | 7 | increased by1 |
| Jun 1, 2022 | Clients | 1,456 | 2,093 | increased by637 |
| Jun 1, 2022 | AUM | $655,177,486 | $677,931,440 | increased by$22,753,954 |
| Jun 1, 2022 | Accounts | 6,623 | 6,305 | decreased by318 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “C2 PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“C2 PRIVATE” 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.