{
  "crd_number": 143128,
  "slug": "strategic-investment-solutions-inc-orland-park-il-143128",
  "primary_business_name": "STRATEGIC INVESTMENT SOLUTIONS, INC.",
  "legal_name": "STRATEGIC INVESTMENT SOLUTIONS, INC.",
  "dbas": [],
  "city": "Orland Park",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-03-23",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-02-16",
  "carried_forward": false,
  "raum_total": 830236000.0,
  "raum_discretionary": 830236000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 14,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 84500000.0,
      "count": 95,
      "description": "401K PLANS"
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 439736000.0,
      "count": 2446
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 306000000.0,
      "count": 154
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IL",
    "IN",
    "MN",
    "OH",
    "TN",
    "TX",
    "WA",
    "WI"
  ],
  "websites": [
    "https://sisfp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143128",
  "city_as_filed": "ORLAND PARK",
  "url": "https://advisorcensus.com/firm/strategic-investment-solutions-inc-orland-park-il-143128",
  "display_name": "Strategic Investment Solutions, Inc.",
  "summary": "Strategic Investment Solutions, Inc. is an SEC-registered investment advisory firm in Orland Park, IL, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 16, 2026.",
  "citation": "AdvisorCensus. Strategic Investment Solutions, Inc. (CRD 143128): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Strategic Investment Solutions, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strategic Investment Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Strategic Investment Solutions, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated February 16, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Strategic Investment Solutions, Inc. located?",
      "a": "Strategic Investment Solutions, Inc.'s principal office is in Orland Park, IL, according to its Form ADV; the March 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Strategic Investment Solutions, Inc. registered with the SEC or a state?",
      "a": "Strategic Investment Solutions, Inc. is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143128."
    },
    {
      "q": "How much does Strategic Investment Solutions, Inc. manage?",
      "a": "Strategic Investment Solutions, Inc. reports $830,236,000 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Strategic Investment Solutions, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Strategic Investment Solutions, Inc.: Regulatory assets under management: $525,000,000 in the October 2021 data and $830,236,000 in the October 2026 data, up 58%. 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 Investment Solutions, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,446); high net worth individuals (154); other (95)."
    },
    {
      "q": "Does Strategic Investment Solutions, Inc. 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/143128"
    },
    {
      "q": "What changed in Strategic Investment Solutions, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 12 to 9. No longer lists an office in Avon, OH. No longer lists an office in Bay Village, OH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 525000000.0,
      "total_employees": 12,
      "filing_date": "2021-03-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 615000000.0,
      "total_employees": 13,
      "filing_date": "2022-02-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 611000000.0,
      "total_employees": 13,
      "filing_date": "2023-02-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 780000000.0,
      "total_employees": 15,
      "filing_date": "2024-02-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 910000000.0,
      "total_employees": 18,
      "filing_date": "2025-02-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 830236000.0,
      "total_employees": 14,
      "filing_date": "2026-02-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 9.",
        "No longer lists an office in Avon, OH.",
        "No longer lists an office in Bay Village, OH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our annual fees for Investment Supervisory Services are based upon a percentage of assets under management and, and the maximum fee is 1.50% annually (.00375 quarterly), but can be lowered based on the advisor’s discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our annual fees for Investment Supervisory Services are based upon a percentage of assets under management and, and the maximum fee is 1.50% annually (.00375 quarterly), but can be lowered based on the advisor’s discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/strategic-investment-solutions-inc-orland-park-il-143128.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2446,
      "fewer_than_5": false,
      "raum": 439736000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 154,
      "fewer_than_5": false,
      "raum": 306000000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 95,
      "fewer_than_5": false,
      "raum": 84500000.0
    }
  ],
  "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/143128",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}