STRATEGIC ADVISORY PARTNERS

Legal name: STRATEGIC ADVISORY PARTNERS, LLC

CRD 314842File 801-134091

APPROVED

Retail clients

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$191.4M

Bottom 25% of cohort (national)

Discretionary AUM

$161.3M

Non-discretionary $30.1M

Clients

346

828 accounts

Employees

Bottom 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jul 31, 2025
Principal office: 3819 LAWNDALE DRIVE, GREENSBORO, NC, 27455
Phone: 336-790-2560
Website: https://www.instagram.com/strategicadvisorypartners

Assets & accounts

ADV Item 5F

Total regulatory AUM: $191.4M
Discretionary AUM: $161.3M
Non-discretionary AUM: $30.1M
Discretionary accounts: 760
Non-discretionary accounts: 68
Total accounts: 828
AUM per client: $553K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$383K
High net worth individuals	73	$121.1M
Pension and profit sharing plans	11	$33.4M
Individuals (other than high net worth individuals)	260	$36.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
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.