{
  "crd_number": 151501,
  "slug": "c2-private-wealth-novi-mi-151501",
  "primary_business_name": "C2 PRIVATE WEALTH",
  "legal_name": "STRATEGIC INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Novi",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-05-31",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-06-19",
  "carried_forward": false,
  "raum_total": 1816297187.0,
  "raum_discretionary": 1816297187.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 16,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 16035670.0,
      "count": 1
    },
    "individuals": {
      "raum": 680679819.0,
      "count": 1542
    },
    "high_net_worth_individuals": {
      "raum": 1116791930.0,
      "count": 514
    },
    "corporations_other_businesses": {
      "raum": 2789768.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "LA",
    "MD",
    "MI",
    "MO",
    "NC",
    "NV",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WI"
  ],
  "websites": [
    "https://asgretire.com",
    "https://c2privatewealth.com",
    "https://facebook.com/ASGretire",
    "https://facebook.com/c2privatewealth",
    "https://instagram.com/c2privatewealth",
    "https://linkedin.com/company/accurate-solutions-group",
    "https://linkedin.com/company/c2privatewealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151501",
  "city_as_filed": "NOVI",
  "url": "https://advisorcensus.com/firm/c2-private-wealth-novi-mi-151501",
  "display_name": "C2 Private Wealth",
  "summary": "C2 Private Wealth is an SEC-registered investment advisory firm in Novi, MI, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 19, 2026.",
  "citation": "AdvisorCensus. C2 Private Wealth (CRD 151501): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is C2 Private Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), C2 Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is C2 Private Wealth located?",
      "a": "C2 Private Wealth's principal office is in Novi, MI, according to its Form ADV; the July 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is C2 Private Wealth registered with the SEC or a state?",
      "a": "C2 Private Wealth is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 151501."
    },
    {
      "q": "How much does C2 Private Wealth manage?",
      "a": "C2 Private Wealth reports $1,816,297,187 in regulatory assets under management in its Form ADV filing dated June 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have C2 Private Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for C2 Private Wealth: Regulatory assets under management: $479,960,624 in the October 2021 data and $1,816,297,187 in the October 2026 data, up 278%. Total employees: 6 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does C2 Private Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,542); high net worth individuals (514); corporations or other businesses not listed above (9)."
    },
    {
      "q": "Which custodians does C2 Private Wealth use?",
      "a": "C2 Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does C2 Private Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151501"
    },
    {
      "q": "What changed in C2 Private Wealth's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in OR."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 479960624.0,
      "total_employees": 6,
      "filing_date": "2021-03-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 677931440.0,
      "total_employees": 9,
      "filing_date": "2022-07-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 838939111.0,
      "total_employees": 10,
      "filing_date": "2023-10-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 947107881.0,
      "total_employees": 11,
      "filing_date": "2024-07-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1181835232.0,
      "total_employees": 11,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1816297187.0,
      "total_employees": 16,
      "filing_date": "2026-06-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in OR."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,181,835,232 to $1,816,297,187 (+54%).",
        "Added an office in Renfrew, PA.",
        "Registered or notice-filed in CO, LA, MD, VA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in PA."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/c2-private-wealth-novi-mi-151501.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1542,
      "fewer_than_5": false,
      "raum": 680679819.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 514,
      "fewer_than_5": false,
      "raum": 1116791930.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 16035670.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 2789768.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151501",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}