# Strategic International

> Strategic International is an SEC-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 287914
- Filed as: STRATEGIC INTERNATIONAL
- Legal name: Strategic International Limited
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287914
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-international-287914

## Quick answers

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

**How much does Strategic International charge?**
Its Form ADV Part 2A brochure dated February 10, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Strategic International registered with the SEC or a state?**
Strategic International is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287914.

**How much does Strategic International manage?**
Strategic International reports $176,870 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Strategic International's assets and staff changed since 2021?**
In the Form ADV data for Strategic International: Regulatory assets under management: $5,617,600 in the October 2021 data and $176,870 in the October 2026 data, down 97%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic International serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).

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

**Does Strategic International 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/287914

**What changed in Strategic International's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $211,425 to $176,870 (-16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Asset-based fee: 1% of assets a year

> The fee for automated, discretionary portfolio management services is 1.00% of the value of the account, regardless of its size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers 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: $176,870
- Discretionary: $176,870
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $176,870 |
| High net worth individuals | 0 | $0 |
| 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 | 0 | $0 |
| 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 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- strategic.international

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,617,600 | 1 | March 4, 2021 |
| October 2022 | $7,622,061 | 1 | February 2, 2022 |
| October 2023 | $6,427,064 | 1 | March 27, 2023 |
| October 2024 | $7,126,219 | 1 | March 29, 2024 |
| October 2025 | $6,838,628 | 1 | March 31, 2025 |
| October 2026 | $176,870 | 1 | March 30, 2026 |

Regulatory assets under management: $5,617,600 in the October 2021 data and $176,870 in the October 2026 data, down 97%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $211,425 to $176,870 (-16%).

### March 2026
- Regulatory assets under management went from $6,838,628 to $211,425 (-97%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic International (CRD 287914): Form ADV filing data as of October 2026.