# C2 Private Wealth

> 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.

- CRD: 151501
- Filed as: C2 PRIVATE WEALTH
- Legal name: Strategic Investment Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Novi, MI
- Filing period: October 2026
- Form ADV filing dated: June 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151501
- AdvisorCensus page: https://advisorcensus.com/firm/c2-private-wealth-novi-mi-151501

## Quick answers

**How is C2 Private Wealth compensated?**
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).

**Where is C2 Private Wealth located?**
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).

**Is C2 Private Wealth registered with the SEC or a state?**
C2 Private Wealth is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 151501.

**How much does C2 Private Wealth manage?**
C2 Private Wealth reports $1,816,297,187 in regulatory assets under management in its Form ADV filing dated June 19, 2026 (100% discretionary).

**How have C2 Private Wealth's assets and staff changed since 2021?**
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.

**What types of clients does C2 Private Wealth serve?**
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).

**Which custodians does C2 Private Wealth use?**
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.

**Does C2 Private Wealth report any disciplinary disclosures?**
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

**What changed in C2 Private Wealth's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,816,297,187
- Discretionary: $1,816,297,187
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,542 | $680,679,819 |
| High net worth individuals | 514 | $1,116,791,930 |
| Charitable organizations | 1 | $16,035,670 |
| Corporations or other businesses not listed above | 9 | $2,789,768 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 16 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, LA, MD, MI, MO, NC, NV, OH, OR, PA, SC, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Ann Arbor, MI
- Bloomfield Hills, MI
- Columbia, MO
- Renfrew, PA

### Websites listed on Form ADV (Item 1.I)
- asgretire.com
- c2privatewealth.com
- Facebook @ASGretire
- Facebook @c2privatewealth
- Instagram @c2privatewealth
- LinkedIn @accurate-solutions-group
- LinkedIn @c2privatewealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $479,960,624 | 6 | March 12, 2021 |
| October 2022 | $677,931,440 | 9 | July 6, 2022 |
| October 2023 | $838,939,111 | 10 | October 4, 2023 |
| October 2024 | $947,107,881 | 11 | July 18, 2024 |
| October 2025 | $1,181,835,232 | 11 | March 12, 2025 |
| October 2026 | $1,816,297,187 | 16 | June 19, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in OR.

### April 2026
- 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.

### January 2026
- Registered or notice-filed in PA.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. C2 Private Wealth (CRD 151501): Form ADV filing data as of October 2026.