← Directory
STRATEGIC WEALTH ADVISORS GROUP, INC.
CRD 285863File 801-130149
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$206.7M
Below cohort median (national)
Discretionary AUM
$206.7M
Clients
544
1,270 accounts
Employees
13
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 25, 2024
- Principal office
- 8667 HALL ROAD, UTICA, MI, 48317
- Phone
- 586-203-2275
- Website
- HTTP://WWW.SWAGANALYSIS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $206.7M
- Discretionary AUM
- $206.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,270
- Non-discretionary accounts
- 0
- Total accounts
- 1,270
- AUM per client
- $380K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $90.3M |
| Individuals (other than high net worth individuals) | 471 | $116.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITOR FEES
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 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.