# Strategic Investments & Insurance

> Strategic Investments & Insurance is a state-registered investment advisory firm in Boca Raton, FL, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 293229
- Filed as: STRATEGIC INVESTMENTS & INSURANCE
- Legal name: Strategic Investments & Insurance, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293229
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-investments-and-insurance-boca-raton-fl-293229

## Quick answers

**How is Strategic Investments & Insurance compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Investments & Insurance reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Strategic Investments & Insurance located?**
Strategic Investments & Insurance's principal office is in Boca Raton, FL, according to its Form ADV.

**Is Strategic Investments & Insurance registered with the SEC or a state?**
Strategic Investments & Insurance is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 293229.

**How much does Strategic Investments & Insurance manage?**
Strategic Investments & Insurance reports $12,708,991 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (1% discretionary).

**What types of clients does Strategic Investments & Insurance serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (6).

**Does Strategic Investments & Insurance report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/293229

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,708,991
- Discretionary: $138,501
- Non-discretionary: $12,570,490

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $4,624,366 |
| High net worth individuals | 6 | $7,150,229 |
| 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 | Fewer than 5 | $877,313 |
| 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 | Fewer than 5 | $57,083 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Investments & Insurance (CRD 293229): Form ADV filing data as of October 2026.