STRATEGIC GLOBAL ADVISORS, LLC

CRD 286019File 801-108843

APPROVED

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.03B

Top 25% of cohort (national)

Discretionary AUM

$3.03B

Clients

34 accounts

Employees

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, 5G

Compensation

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 11

This 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.