# Strategic Probability Partners, LLC

> Strategic Probability Partners, LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 174441
- Filed as: STRATEGIC PROBABILITY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174441
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-probability-partners-llc-174441

## Quick answers

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

**Is Strategic Probability Partners, LLC registered with the SEC or a state?**
Strategic Probability Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 174441.

**How much does Strategic Probability Partners, LLC manage?**
Strategic Probability Partners, LLC reports $138,649,352 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (60% discretionary).

**How have Strategic Probability Partners, LLC's assets and staff changed since 2022?**
In the Form ADV data for Strategic Probability Partners, LLC: Regulatory assets under management: $108,003,433 in the October 2022 data and $138,649,352 in the October 2026 data, up 28%. Total employees: 3 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Probability Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6); individuals (other than high net worth individuals) (2).

**Which custodians does Strategic Probability Partners, LLC use?**
Strategic Probability Partners, 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 Probability Partners, 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/174441

**What changed in Strategic Probability Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $125,839,054 to $138,649,352 (+10%).

## 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 March 24, 2026)

- Minimum annual fee: $37,500

> As a condition for starting and maintaining an investment management relationship, SPP generally imposes a minimum annual fee of $37,500.

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: $138,649,352
- Discretionary: $83,034,695
- Non-discretionary: $55,614,657

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,077,192 |
| High net worth individuals | 6 | $137,572,160 |
| 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 | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- strategicprobabilitypartners.com
- LinkedIn @strategic-probability-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $108,003,433 | 3 | September 19, 2022 |
| October 2023 | $106,693,213 | 3 | March 31, 2023 |
| October 2024 | $123,129,238 | 3 | March 22, 2024 |
| October 2025 | $125,839,054 | 3 | March 27, 2025 |
| October 2026 | $138,649,352 | 2 | March 24, 2026 |

Regulatory assets under management: $108,003,433 in the October 2022 data and $138,649,352 in the October 2026 data, up 28%.
Total employees: 3 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $125,839,054 to $138,649,352 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Probability Partners, LLC (CRD 174441): Form ADV filing data as of October 2026.