AdvisorCensus / Financial advisors / North Carolina / Greensboro / Strategic Advisory Partners
Strategic Advisory Partners
Filed as STRATEGIC ADVISORY PARTNERS · Legal name Strategic Advisory Partners, LLC
Strategic Advisory Partners is an SEC-registered investment advisory firm in Greensboro, NC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Strategic Advisory Partners compensated?
On its Form ADV (Item 5.E, October 2026), Strategic Advisory Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Strategic Advisory Partners charge?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Subscription: $1,200 to $9,600 a year (Ongoing Comprehensive Financial Planning annual fee); Flat fee: $500 to $5,000 (Project-Based Fixed fees for project-based engagements); Hourly rate: $350 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Strategic Advisory Partners located?
Strategic Advisory Partners' principal office is in Greensboro, NC, according to its Form ADV.
Is Strategic Advisory Partners registered with the SEC or a state?
Strategic Advisory Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 314842.
How much does Strategic Advisory Partners manage?
Strategic Advisory Partners reports $191,433,909 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (84% discretionary).
How have Strategic Advisory Partners' assets and staff changed since 2025?
In the Form ADV data for Strategic Advisory Partners: Regulatory assets under management: $124,263,148 in the October 2025 data and $191,433,909 in the October 2026 data, up 54%. Total employees: 3 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Strategic Advisory Partners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (260); high net worth individuals (73); pension and profit sharing plans (but not the plan participants or government pension plans) (11).
Which custodians does Strategic Advisory Partners use?
Strategic Advisory Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Strategic Advisory Partners 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/314842
What changed in Strategic Advisory Partners' recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $124,263,148 to $191,433,909 (+54%). Registered or notice-filed in LA, SC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Subscription: $1,200 to $9,600 a year (Ongoing Comprehensive Financial Planning annual fee)
The brochure's wording
Ongoing Comprehensive Financial Planning consists of an upfront charge of $1,500 -$5,000 plus an annual fee of $1,200 - $9,600, based on complexity and needs of the Client
Flat fee: $500 to $5,000 (Project-Based Fixed fees for project-based engagements)
The brochure's wording
Project-Based Fixed fees for project-based engagements will range between $500 - $5,000. Fees are based on complexity and scope of the project, and may be negotiable in certain cases.
Hourly rate: $350 an hour (financial planning services)
The brochure's wording
Hourly We also provide financial planning services at the rate of $350 per hour. The fee may be negotiable in certain cases and is due at the completion of the engagement.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$191,433,909 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Strategic Advisory Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 8. Performing investment advisory functions: 4.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $191,433,909 | 8 | March 25, 2026 |
| October 2025 | $124,263,148 | 3 | July 2, 2025 |
Regulatory assets under management: $124,263,148 in the October 2025 data and $191,433,909 in the October 2026 data, up 54%.
Total employees: 3 in October 2025 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $124,263,148 to $191,433,909 (+54%).
- Registered or notice-filed in LA, SC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Strategic Advisory Partners (CRD 314842): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/strategic-advisory-partners-greensboro-nc-314842