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STRATEGIC ADVISORY SERVICES
Legal name: STRATEGIC ADVISORY SERVICES, LLC
CRD 287984File 801-123188
APPROVED
Retail clients
Filing as of Aug 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$201.2M
Below cohort median (national)
Discretionary AUM
$201.2M
Clients
254
464 accounts
Employees
10
Bottom 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 16, 2022
- Principal office
- 6465 QUAIL HOLLOW ROAD, SUITE 301, MEMPHIS, TN, 38120
- Phone
- 901-751-2025
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $201.2M
- Discretionary AUM
- $201.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 464
- Non-discretionary accounts
- 0
- Total accounts
- 464
- AUM per client
- $792K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $15.6M |
| High net worth individuals | 39 | $110.7M |
| Individuals (other than high net worth individuals) | 213 | $74.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- 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 | Clients | 340 | 254 | decreased by86 |
| Apr 1, 2026 | AUM | $211,689,342 | $201,174,393 | decreased by$10,514,949 |
| Apr 1, 2026 | Accounts | 546 | 464 | decreased by82 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 134 | 340 | increased by206 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $101,843,129 | $211,689,342 | increased by$109,846,213 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 275 | 546 | increased by271 |
| Sep 1, 2022 | Employees | 7 | 9 | increased by2 |
| Aug 1, 2022 | Employees | 4 | 7 | increased by3 |
| Apr 1, 2022 | 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 ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC ADVISORY” 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.