# SMR Strategic Investments, LLC

> SMR Strategic Investments, LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 319433
- Filed as: SMR STRATEGIC INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319433
- AdvisorCensus page: https://advisorcensus.com/firm/smr-strategic-investments-llc-319433

## Quick answers

**How is SMR Strategic Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), SMR Strategic Investments, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is SMR Strategic Investments, LLC registered with the SEC or a state?**
SMR Strategic Investments, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319433.

**How much does SMR Strategic Investments, LLC manage?**
SMR Strategic Investments, LLC reports $9,700,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does SMR Strategic Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (8).

**Does SMR Strategic Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319433

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $9,700,000
- Discretionary: $9,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $900,000 |
| High net worth individuals | 8 | $8,800,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SMR Strategic Investments, LLC (CRD 319433): Form ADV filing data as of October 2026.