# Strategic Advisory Partners

> 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.

- CRD: 314842
- Filed as: STRATEGIC ADVISORY PARTNERS
- Legal name: Strategic Advisory Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greensboro, NC
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314842
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-advisory-partners-greensboro-nc-314842

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Subscription: $1,200 to $9,600 a year (Ongoing Comprehensive Financial Planning annual fee)

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $191,433,909
- Discretionary: $161,306,292
- Non-discretionary: $30,127,617

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 260 | $36,615,113 |
| High net worth individuals | 73 | $121,064,461 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $33,370,854 |
| Corporations or other businesses not listed above | 2 | $383,481 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, NC, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [strategicadvisorypartners.com](https://strategicadvisorypartners.com)
- Facebook @advisingpartner
- Instagram @strategicadvisorypartners
- X @advisingpartner

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $124,263,148 | 3 | July 2, 2025 |
| October 2026 | $191,433,909 | 8 | March 25, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Advisory Partners (CRD 314842): Form ADV filing data as of October 2026.