{ "crd_number": 132825, "slug": "strategic-portfolio-advisors-las-vegas-nv-132825", "primary_business_name": "STRATEGIC PORTFOLIO ADVISORS", "legal_name": "STRATEGIC PORTFOLIO ADVISORS", "dbas": [], "city": "Las Vegas", "state": "NV", "country": "United States", "cbsa_code": "29820", "metro": { "cbsa_code": "29820", "common_name": "Las Vegas", "msa_name": "Las Vegas-Henderson-North Las Vegas, NV", "path": "/advisors/nv/las-vegas" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2012-06-15", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-04-28", "carried_forward": false, "raum_total": 97422223.0, "raum_discretionary": 12710126.0, "raum_non_discretionary": 84712097.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 16497229.0, "count": 13, "description": "PRIVATE TRUST COMPANY AND INDIVIDUALS MANAGE ASSETS FOR TRUST BENEFICIARIES" }, "charitable": { "raum": 1078957.0, "count": 2, "fewer_than_5": true }, "individuals": { "raum": 27330369.0, "count": 52 }, "high_net_worth_individuals": { "raum": 43164272.0, "count": 17 }, "corporations_other_businesses": { "raum": 9351396.0, "count": 6 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [ "NV" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132825", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" } ], "city_as_filed": "LAS VEGAS", "url": "https://advisorcensus.com/firm/strategic-portfolio-advisors-las-vegas-nv-132825", "display_name": "Strategic Portfolio Advisors", "summary": "Strategic Portfolio Advisors is a state-registered investment advisory firm in Las Vegas, NV, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.", "citation": "AdvisorCensus. Strategic Portfolio Advisors (CRD 132825): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Strategic Portfolio Advisors compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Strategic Portfolio Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Strategic Portfolio Advisors located?", "a": "Strategic Portfolio Advisors' principal office is in Las Vegas, NV, according to its Form ADV." }, { "q": "Is Strategic Portfolio Advisors registered with the SEC or a state?", "a": "Strategic Portfolio Advisors is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 132825." }, { "q": "How much does Strategic Portfolio Advisors manage?", "a": "Strategic Portfolio Advisors reports $97,422,223 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (13% discretionary)." }, { "q": "What types of clients does Strategic Portfolio Advisors serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (17); other (13)." }, { "q": "Does Strategic Portfolio Advisors report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132825" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/strategic-portfolio-advisors-las-vegas-nv-132825.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 52, "fewer_than_5": false, "raum": 27330369.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 17, "fewer_than_5": false, "raum": 43164272.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 2, "fewer_than_5": true, "raum": 1078957.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 6, "fewer_than_5": false, "raum": 9351396.0 }, { "type": "other", "label": "Other", "count": 13, "fewer_than_5": false, "raum": 16497229.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "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/132825", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }