# Strategic Global Advisors, LLC

> Strategic Global Advisors, LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 286019
- Filed as: STRATEGIC GLOBAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286019
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-global-advisors-llc-newport-beach-ca-286019

## Quick answers

**How is Strategic Global Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Global Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Strategic Global Advisors, LLC located?**
Strategic Global Advisors, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Strategic Global Advisors, LLC registered with the SEC or a state?**
Strategic Global Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286019.

**How much does Strategic Global Advisors, LLC manage?**
Strategic Global Advisors, LLC reports $3,025,106,708 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Strategic Global Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Strategic Global Advisors, LLC: Regulatory assets under management: $5,044,707,434 in the October 2021 data and $3,025,106,708 in the October 2026 data, down 40%. Total employees: 27 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Global Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (6); charitable organizations (5).

**Which custodians does Strategic Global Advisors, LLC use?**
Strategic Global Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Mellon, Northern Trust and State Street Bank as custodians holding 10% or more of its separately managed account assets.

**Does Strategic Global Advisors, LLC 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/286019

**What changed in Strategic Global Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,507,053,426 to $3,025,106,708 (+21%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Bank of New York Mellon
- Northern Trust
- State Street Bank

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: $3,025,106,708
- Discretionary: $3,025,106,708
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $2,429,785 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $318,829,613 |
| Charitable organizations | 5 | $250,361,564 |
| State or municipal government entities (including government pension plans) | 6 | $1,539,973,996 |
| Other investment advisers | Fewer than 5 | $755,228,693 |
| Corporations or other businesses not listed above | Fewer than 5 | $158,283,057 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 19 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sgadvisors.com
- LinkedIn @strategic-global-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,044,707,434 | 27 | March 30, 2021 |
| October 2022 | $4,365,436,297 | 29 | March 30, 2022 |
| October 2023 | $3,231,153,620 | 23 | June 30, 2023 |
| October 2024 | $2,768,301,384 | 22 | March 28, 2024 |
| October 2025 | $2,507,053,426 | 17 | June 20, 2025 |
| October 2026 | $3,025,106,708 | 19 | March 30, 2026 |

Regulatory assets under management: $5,044,707,434 in the October 2021 data and $3,025,106,708 in the October 2026 data, down 40%.
Total employees: 27 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,507,053,426 to $3,025,106,708 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Global Advisors, LLC (CRD 286019): Form ADV filing data as of October 2026.