# Strategic Income Group LLC

> Strategic Income Group LLC is an SEC-registered investment advisory firm in Chandler, AZ, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 12, 2026.

- CRD: 165839
- Filed as: STRATEGIC INCOME GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chandler, AZ
- Filing period: October 2026
- Form ADV filing dated: June 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165839
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-income-group-llc-chandler-az-165839

## Quick answers

**How is Strategic Income Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Income Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Strategic Income Group LLC located?**
Strategic Income Group LLC's principal office is in Chandler, AZ, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Strategic Income Group LLC registered with the SEC or a state?**
Strategic Income Group LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 165839.

**How much does Strategic Income Group LLC manage?**
Strategic Income Group LLC reports $362,407,752 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (98% discretionary).

**How have Strategic Income Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Strategic Income Group LLC: Regulatory assets under management: $204,705,575 in the October 2021 data and $362,407,752 in the October 2026 data, up 77%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Income Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (346); high net worth individuals (20); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Strategic Income Group LLC use?**
Strategic Income Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Inspira Financial Trust, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Strategic Income Group 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/165839

**Does Strategic Income Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "We do not require certain account sizes or minimum fees for opening or maintaining accounts with our firm."

**What changed in Strategic Income Group LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in FL.

## 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 16, 2026)

- Account minimum: None

> We do not require certain account sizes or minimum fees for opening or maintaining accounts with our firm.

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.
- Inspira Financial Trust, 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: $362,407,752
- Discretionary: $354,622,752
- Non-discretionary: $7,785,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 346 | $243,624,306 |
| High net worth individuals | 20 | $68,387,406 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $42,611,040 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,785,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (9 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, ID, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Peoria, AZ

### Websites listed on Form ADV (Item 1.I)
- [strategicincomegroup.com](https://strategicincomegroup.com)
- Facebook @CERTIFIEDFIDUCIARYSERVICES
- Facebook @STRATEGICINCOMEGROUP
- LinkedIn @strategic-income-group
- LinkedIn @michaeljgauthier

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $204,705,575 | 5 | August 12, 2021 |
| October 2022 | $280,548,570 | 5 | August 4, 2022 |
| October 2023 | $280,865,607 | 6 | September 9, 2023 |
| October 2024 | $316,200,677 | 6 | August 29, 2024 |
| October 2025 | $354,914,578 | 9 | July 7, 2025 |
| October 2026 | $362,407,752 | 5 | June 12, 2026 |

Regulatory assets under management: $204,705,575 in the October 2021 data and $362,407,752 in the October 2026 data, up 77%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in FL.

### April 2026
- Employees performing advisory functions went from 5 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Income Group LLC (CRD 165839): Form ADV filing data as of October 2026.