# Strategic Investment Solutions, Inc.

> 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.

- CRD: 143128
- Filed as: STRATEGIC INVESTMENT SOLUTIONS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orland Park, IL
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143128
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-investment-solutions-inc-orland-park-il-143128

## Quick answers

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

**How much does Strategic Investment Solutions, Inc. charge?**
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.

**Where is Strategic Investment Solutions, Inc. located?**
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).

**Is Strategic Investment Solutions, Inc. registered with the SEC or a state?**
Strategic Investment Solutions, Inc. is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143128.

**How much does Strategic Investment Solutions, Inc. manage?**
Strategic Investment Solutions, Inc. reports $830,236,000 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**How have Strategic Investment Solutions, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Strategic Investment Solutions, Inc. serve?**
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).

**Does Strategic Investment Solutions, Inc. 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/143128

**What changed in Strategic Investment Solutions, Inc.'s recent Form ADV filings?**
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.

## 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 16, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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.

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

### Regulatory assets under management (Item 5.F)
- Total: $830,236,000
- Discretionary: $830,236,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,446 | $439,736,000 |
| High net worth individuals | 154 | $306,000,000 |
| 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 |
| Other | 95 | $84,500,000 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, IN, MN, OH, TN, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Chicago, IL
- Inverness, IL
- Orlando, FL

### Websites listed on Form ADV (Item 1.I)
- sisfp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $525,000,000 | 12 | March 19, 2021 |
| October 2022 | $615,000,000 | 13 | February 21, 2022 |
| October 2023 | $611,000,000 | 13 | February 20, 2023 |
| October 2024 | $780,000,000 | 15 | February 19, 2024 |
| October 2025 | $910,000,000 | 18 | February 17, 2025 |
| October 2026 | $830,236,000 | 14 | February 16, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Investment Solutions, Inc. (CRD 143128): Form ADV filing data as of October 2026.