{
  "crd_number": 314842,
  "slug": "strategic-advisory-partners-greensboro-nc-314842",
  "primary_business_name": "STRATEGIC ADVISORY PARTNERS",
  "legal_name": "STRATEGIC ADVISORY PARTNERS, LLC",
  "dbas": [],
  "city": "Greensboro",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "24660",
  "metro": {
    "cbsa_code": "24660",
    "common_name": "Greensboro",
    "msa_name": "Greensboro-High Point, NC",
    "path": "/advisors/nc/greensboro"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-31",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 191433909.0,
  "raum_discretionary": 161306292.0,
  "raum_non_discretionary": 30127617.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 36615113.0,
      "count": 260
    },
    "pension_profit_sharing": {
      "raum": 33370854.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 121064461.0,
      "count": 73
    },
    "corporations_other_businesses": {
      "raum": 383481.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "NC",
    "SC"
  ],
  "websites": [
    "https://facebook.com/advisingpartner",
    "https://instagram.com/strategicadvisorypartners",
    "https://strategicadvisorypartners.com",
    "https://x.com/advisingpartner"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314842",
  "city_as_filed": "GREENSBORO",
  "url": "https://advisorcensus.com/firm/strategic-advisory-partners-greensboro-nc-314842",
  "display_name": "Strategic Advisory Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. Strategic Advisory Partners (CRD 314842): 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",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Strategic Advisory Partners compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Strategic Advisory Partners charge?",
      "a": "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."
    },
    {
      "q": "Where is Strategic Advisory Partners located?",
      "a": "Strategic Advisory Partners' principal office is in Greensboro, NC, according to its Form ADV."
    },
    {
      "q": "Is Strategic Advisory Partners registered with the SEC or a state?",
      "a": "Strategic Advisory Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 314842."
    },
    {
      "q": "How much does Strategic Advisory Partners manage?",
      "a": "Strategic Advisory Partners reports $191,433,909 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (84% discretionary)."
    },
    {
      "q": "How have Strategic Advisory Partners' assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Strategic Advisory Partners serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Strategic Advisory Partners use?",
      "a": "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."
    },
    {
      "q": "Does Strategic Advisory Partners 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/314842"
    },
    {
      "q": "What changed in Strategic Advisory Partners' recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 124263148.0,
      "total_employees": 3,
      "filing_date": "2025-07-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 191433909.0,
      "total_employees": 8,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "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)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $1,200 to $9,600 a year (Ongoing Comprehensive Financial Planning annual fee)"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $5,000 (Project-Based Fixed fees for project-based engagements)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (financial planning services)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 1200.0,
          "max": 9600.0,
          "period": "annual",
          "service": "Ongoing Comprehensive Financial Planning annual fee"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "Project-Based Fixed fees for project-based engagements"
        },
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "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",
      "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 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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/strategic-advisory-partners-greensboro-nc-314842.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 260,
      "fewer_than_5": false,
      "raum": 36615113.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 73,
      "fewer_than_5": false,
      "raum": 121064461.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 33370854.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 383481.0
    }
  ],
  "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/314842",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}