# Strategic Advisory Services

> Strategic Advisory Services is an SEC-registered investment advisory firm in Memphis, TN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 287984
- Filed as: STRATEGIC ADVISORY SERVICES
- Legal name: Strategic Advisory Services, LLC
- Also doing business as: STRATEGIC WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287984
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-advisory-services-memphis-tn-287984

## Quick answers

**How is Strategic Advisory Services compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Advisory Services reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Strategic Advisory Services located?**
Strategic Advisory Services' principal office is in Memphis, TN, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Strategic Advisory Services registered with the SEC or a state?**
Strategic Advisory Services is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 287984.

**How much does Strategic Advisory Services manage?**
Strategic Advisory Services reports $201,174,393 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).

**How have Strategic Advisory Services' assets and staff changed since 2022?**
In the Form ADV data for Strategic Advisory Services: Regulatory assets under management: $101,843,129 in the October 2022 data and $201,174,393 in the October 2026 data, up 98%. Total employees: 9 in October 2022 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Advisory Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (213); high net worth individuals (39); charitable organizations (2).

**Which custodians does Strategic Advisory Services use?**
Strategic Advisory Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Strategic Advisory Services 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/287984

**What changed in Strategic Advisory Services' recent Form ADV filings?**
In the April 2026 filing data: Added the business name Strategic Wealth Management. Employees performing advisory functions went from 10 to 8. Added an office in Memphis, TN.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial 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: $201,174,393
- Discretionary: $201,174,393
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 213 | $74,851,433 |
| High net worth individuals | 39 | $110,718,222 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $15,604,738 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, FL, GA, LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Memphis, TN

### Websites listed on Form ADV (Item 1.I)
- saswealthadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $101,843,129 | 9 | August 15, 2022 |
| October 2023 | $150,422,330 | 10 | August 8, 2023 |
| October 2024 | $177,512,000 | 11 | July 12, 2024 |
| October 2025 | $211,689,342 | 10 | May 20, 2025 |
| October 2026 | $201,174,393 | 10 | August 27, 2026 |

Regulatory assets under management: $101,843,129 in the October 2022 data and $201,174,393 in the October 2026 data, up 98%.
Total employees: 9 in October 2022 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Strategic Wealth Management.
- Employees performing advisory functions went from 10 to 8.
- Added an office in Memphis, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Advisory Services (CRD 287984): Form ADV filing data as of October 2026.