← Directory
STRATEGIC INCOME GROUP LLC
CRD 165839File 801-108752
APPROVED
Retail clients
Custody
Filing as of Jun 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$362.4M
Below cohort median (national)
Discretionary AUM
$354.6M
Non-discretionary $7.8M
Clients
368
1,211 accounts
Employees
5
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 12, 2016
- Principal office
- 2330 W. RAY ROAD, SUITE 3, CHANDLER, AZ, 85224
- Phone
- 480-466-7070
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $362.4M
- Discretionary AUM
- $354.6M
- Non-discretionary AUM
- $7.8M
- Discretionary accounts
- 1,207
- Non-discretionary accounts
- 4
- Total accounts
- 1,211
- AUM per client
- $985K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $68.4M |
| Pooled investment vehicles | 2 | $42.6M |
| Pension and profit sharing plans | Fewer than 5 | $7.8M |
| Individuals (other than high net worth individuals) | 346 | $243.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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 | 9 | 5 | decreased by4 |
| Apr 1, 2026 | Clients | 371 | 368 | decreased by3 |
| Apr 1, 2026 | AUM | $354,914,578 | $362,407,752 | increased by$7,493,174 |
| Apr 1, 2026 | Accounts | 1,165 | 1,211 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 9 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 339 | 371 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $280,548,570 | $354,914,578 | increased by$74,366,008 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 923 | 1,165 | increased by242 |
| Apr 1, 2022 | Clients | 329 | 339 | increased by10 |
| Apr 1, 2022 | AUM | $204,705,575 | $280,548,570 | increased by$75,842,995 |
| Apr 1, 2022 | Accounts | 854 | 923 | increased by69 |
| 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 INCOME” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC INCOME” 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.