# Strategic Portfolio Solutions, LLC

> Strategic Portfolio Solutions, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 156374
- Filed as: STRATEGIC PORTFOLIO SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156374
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-portfolio-solutions-llc-dallas-tx-156374

## Quick answers

**How is Strategic Portfolio Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Portfolio Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Strategic Portfolio Solutions, LLC charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Flat fee: $500 (initial planning fee); Subscription: $150 a month (ongoing financial coaching); Flat fee: $5,000 (Divorce Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Strategic Portfolio Solutions, LLC located?**
Strategic Portfolio Solutions, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Strategic Portfolio Solutions, LLC registered with the SEC or a state?**
Strategic Portfolio Solutions, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 156374.

**How much does Strategic Portfolio Solutions, LLC manage?**
Strategic Portfolio Solutions, LLC reports $136,210,586 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (97% discretionary).

**How have Strategic Portfolio Solutions, LLC's assets and staff changed since 2024?**
In the Form ADV data for Strategic Portfolio Solutions, LLC: Regulatory assets under management: $101,830,000 in the October 2024 data and $136,210,586 in the October 2026 data, up 34%. Total employees: 5 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Portfolio Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (133); high net worth individuals (55).

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

**Does Strategic Portfolio Solutions, LLC 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/156374

**What changed in Strategic Portfolio Solutions, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $112,019,091 to $136,210,586 (+22%). No longer lists an office in Phoenix, AZ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Flat fee: $500 (initial planning fee)

> For ongoing financial planning or consulting services the Client agrees to pay a one-time initial planning fee of $500, in addition to a fee of $150 monthly for ongoing financial coaching.

- Subscription: $150 a month (ongoing financial coaching)

> For ongoing financial planning or consulting services the Client agrees to pay a one-time initial planning fee of $500, in addition to a fee of $150 monthly for ongoing financial coaching.

- Flat fee: $5,000 (Divorce Planning)

> Total Household Net Worth Flat Fee $0- 1,000,000 $ 5,000

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $136,210,586
- Discretionary: $131,791,737
- Non-discretionary: $4,418,849

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 133 | $30,606,955 |
| High net worth individuals | 55 | $105,603,631 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investsps.com
- Facebook @INVESTSPS
- LinkedIn @ROB-AIKEY-938A742
- LinkedIn @strategic-portfolio-solutions-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $101,830,000 | 5 | July 31, 2024 |
| October 2025 | $112,019,091 | 5 | April 15, 2025 |
| October 2026 | $136,210,586 | 5 | March 6, 2026 |

Regulatory assets under management: $101,830,000 in the October 2024 data and $136,210,586 in the October 2026 data, up 34%.
Total employees: 5 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $112,019,091 to $136,210,586 (+22%).
- No longer lists an office in Phoenix, AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Portfolio Solutions, LLC (CRD 156374): Form ADV filing data as of October 2026.