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STRATEGIC GLOBAL ADVISORS, LLC
CRD 286019File 801-108843
APPROVED
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.03B
Top 25% of cohort (national)
Discretionary AUM
$3.03B
Clients
11
34 accounts
Employees
19
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 4, 2017
- Principal office
- 100 BAYVIEW CIRCLE, SUITE 650, NEWPORT BEACH, CA, 92660-3043
- Phone
- 949-706-2640
- Website
- HTTP://SGADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.03B
- Discretionary AUM
- $3.03B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 34
- Non-discretionary accounts
- 0
- Total accounts
- 34
- AUM per client
- $275.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $158.3M |
| Charitable organizations | 5 | $250.4M |
| Other investment advisers | Fewer than 5 | $755.2M |
| High net worth individuals | Fewer than 5 | $2.4M |
| Pension and profit sharing plans | Fewer than 5 | $318.8M |
| State or municipal government entities | 6 | $1.54B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- 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
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 19 | increased by2 |
| Apr 1, 2026 | Clients | 6 | 11 | increased by5 |
| Apr 1, 2026 | AUM | $2,507,053,426 | $3,025,106,708 | increased by$518,053,282 |
| Apr 1, 2026 | Accounts | 32 | 34 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 29 | 17 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 13 | 6 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,365,436,297 | $2,507,053,426 | decreased by$1,858,382,871 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 34 | 32 | decreased by2 |
| Apr 1, 2022 | Employees | 27 | 29 | increased by2 |
| Apr 1, 2022 | Clients | 18 | 13 | decreased by5 |
| Apr 1, 2022 | AUM | $5,044,707,434 | $4,365,436,297 | decreased by$679,271,137 |
| Apr 1, 2022 | Accounts | 43 | 34 | decreased by9 |
| 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 GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC GLOBAL” 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.