# Strategic Retirement Advisors, LLC

> Strategic Retirement Advisors, LLC is an SEC-registered investment advisory firm in Elk Grove, CA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 142887
- Filed as: STRATEGIC RETIREMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Elk Grove, CA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142887
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-retirement-advisors-llc-elk-grove-ca-142887

## Quick answers

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

**Where is Strategic Retirement Advisors, LLC located?**
Strategic Retirement Advisors, LLC's principal office is in Elk Grove, CA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Strategic Retirement Advisors, LLC registered with the SEC or a state?**
Strategic Retirement Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 142887.

**How much does Strategic Retirement Advisors, LLC manage?**
Strategic Retirement Advisors, LLC reports $216,909,859 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (66% discretionary).

**How have Strategic Retirement Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Strategic Retirement Advisors, LLC: Regulatory assets under management: $150,968,000 in the October 2021 data and $216,909,859 in the October 2026 data, up 44%. Total employees: 2 in October 2021 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 Retirement Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (945).

**Does Strategic Retirement Advisors, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). 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 SEC record: https://adviserinfo.sec.gov/firm/summary/142887

**Does Strategic Retirement Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 30, 2026 says: "SRA maintains an account minimum of $100,000, which may be waived by SRA in certain circumstances based on the needs of the client and the complexity of the client’s portfolio."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> SRA maintains an account minimum of $100,000, which may be waived by SRA in certain circumstances based on the needs of the client and the complexity of the client’s portfolio.

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

### Regulatory assets under management (Item 5.F)
- Total: $216,909,859
- Discretionary: $144,000,162
- Non-discretionary: $72,909,697

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 945 | $216,909,859 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(2): Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142887

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Elk Grove, CA

### Websites listed on Form ADV (Item 1.I)
- strategicretirementadvisors.net
- total457.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $150,968,000 | 2 | June 29, 2021 |
| October 2022 | $165,950,000 | 2 | March 31, 2022 |
| October 2023 | $163,840,000 | 2 | April 7, 2023 |
| October 2024 | $190,851,000 | 2 | March 29, 2024 |
| October 2025 | $214,173,360 | 2 | May 30, 2025 |
| October 2026 | $216,909,859 | 2 | June 30, 2026 |

Regulatory assets under management: $150,968,000 in the October 2021 data and $216,909,859 in the October 2026 data, up 44%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Retirement Advisors, LLC (CRD 142887): Form ADV filing data as of October 2026.