{
  "crd_number": 128199,
  "slug": "strategic-family-wealth-counselors-l-l-c-fairfield-nj-128199",
  "primary_business_name": "STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.",
  "legal_name": "STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.",
  "dbas": [],
  "city": "Fairfield",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-05-02",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 1659659756.0,
  "raum_discretionary": 1257034695.0,
  "raum_non_discretionary": 402625061.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 14,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 250000000.0,
      "count": 150
    },
    "pension_profit_sharing": {
      "raum": 78644905.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 1331014851.0,
      "count": 150
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "DC",
    "FL",
    "MA",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/strategic-family-wealth-counselors-llc",
    "https://strategicfamilywealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128199",
  "city_as_filed": "FAIRFIELD",
  "url": "https://advisorcensus.com/firm/strategic-family-wealth-counselors-l-l-c-fairfield-nj-128199",
  "display_name": "Strategic Family Wealth Counselors, L.L.C.",
  "summary": "Strategic Family Wealth Counselors, L.L.C. is an SEC-registered investment advisory firm in Fairfield, NJ, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Strategic Family Wealth Counselors, L.L.C. (CRD 128199): 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",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Strategic Family Wealth Counselors, L.L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strategic Family Wealth Counselors, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Strategic Family Wealth Counselors, L.L.C. located?",
      "a": "Strategic Family Wealth Counselors, L.L.C.'s principal office is in Fairfield, NJ, according to its Form ADV."
    },
    {
      "q": "Is Strategic Family Wealth Counselors, L.L.C. registered with the SEC or a state?",
      "a": "Strategic Family Wealth Counselors, L.L.C. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 128199."
    },
    {
      "q": "How much does Strategic Family Wealth Counselors, L.L.C. manage?",
      "a": "Strategic Family Wealth Counselors, L.L.C. reports $1,659,659,756 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (76% discretionary)."
    },
    {
      "q": "How have Strategic Family Wealth Counselors, L.L.C.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Strategic Family Wealth Counselors, L.L.C.: Regulatory assets under management: $940,000,000 in the October 2021 data and $1,659,659,756 in the October 2026 data, up 77%. Total employees: 12 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Strategic Family Wealth Counselors, L.L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (150); high net worth individuals (150); pension and profit sharing plans (but not the plan participants or government pension plans) (12)."
    },
    {
      "q": "Which custodians does Strategic Family Wealth Counselors, L.L.C. use?",
      "a": "Strategic Family Wealth Counselors, L.L.C.'s 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 Family Wealth Counselors, L.L.C. 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/128199"
    },
    {
      "q": "Does Strategic Family Wealth Counselors, L.L.C. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"SFWC does not impose a minimum portfolio size or minimum annual fee.\""
    },
    {
      "q": "What changed in Strategic Family Wealth Counselors, L.L.C.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,311,616,383 to $1,659,659,756 (+27%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 940000000.0,
      "total_employees": 12,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1341303500.0,
      "total_employees": 12,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1045643454.0,
      "total_employees": 13,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1180745837.0,
      "total_employees": 13,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1311616383.0,
      "total_employees": 13,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1659659756.0,
      "total_employees": 14,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,311,616,383 to $1,659,659,756 (+27%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "SFWC does not impose a minimum portfolio size or minimum annual fee."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "SFWC does not impose a minimum portfolio size or minimum annual fee."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 0.0,
      "planning": []
    },
    "quotes": [
      "SFWC does not impose a minimum portfolio size or minimum annual fee.",
      "SFWC does not impose a minimum portfolio size or minimum annual fee."
    ],
    "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-family-wealth-counselors-l-l-c-fairfield-nj-128199.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 150,
      "fewer_than_5": false,
      "raum": 250000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 150,
      "fewer_than_5": false,
      "raum": 1331014851.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 78644905.0
    }
  ],
  "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/128199",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}