AdvisorCensus / Financial advisors / Strategic Swiss Advisors AG
Strategic Swiss Advisors AG is an SEC-registered investment advisory firm in Wollerau, Switzerland, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.
Quick answers
From the filingHow is Strategic Swiss Advisors AG compensated?
On its Form ADV (Item 5.E, October 2026), Strategic Swiss Advisors AG reports these compensation arrangements: a percentage of assets under its management.
How much does Strategic Swiss Advisors AG charge?
Its Form ADV Part 2A brochure dated July 15, 2026 states: Up to $4,999,999: 1.2% a year; $5,000,000 to $10,000,000: 1% a year; $10,000,000 to $20,000,000: 0.8% a year; $20,000,000 to $50,000,000: 0.6% a year; Above $50,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Strategic Swiss Advisors AG located?
Strategic Swiss Advisors AG's principal office is in Wollerau, Switzerland, according to its Form ADV.
Is Strategic Swiss Advisors AG registered with the SEC or a state?
Strategic Swiss Advisors AG is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 169335.
How much does Strategic Swiss Advisors AG manage?
Strategic Swiss Advisors AG reports $219,966,617 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).
How have Strategic Swiss Advisors AG's assets and staff changed since 2021?
In the Form ADV data for Strategic Swiss Advisors AG: Regulatory assets under management: $24,776,908 in the October 2021 data and $219,966,617 in the October 2026 data, up 788%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Strategic Swiss Advisors AG serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (5).
Which custodians does Strategic Swiss Advisors AG use?
Strategic Swiss Advisors AG's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Julius Baer & Co. Ltd. and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets.
Does Strategic Swiss Advisors AG 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/169335
What changed in Strategic Swiss Advisors AG's recent Form ADV filings?
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $4,999,999 | 1.2% |
| $5,000,000 to $10,000,000 | 1% |
| $10,000,000 to $20,000,000 | 0.8% |
| $20,000,000 to $50,000,000 | 0.6% |
| Above $50,000,000 | See the brochure |
The brochure's wording
We charge our clients a management fee in arrears (“Fee”) based upon a per cent of assets under management (“AUM”), according to the following schedule.
Less than $5,000,000 0.30% 1.20% Between $ 5,000,000 and $10,000,000 0.25% 1.00% Between $10,000,000 and $20,000,000 0.20% 0.80% Between $20,000,000 and $50,000,000 0.15% 0.60%
As stated in the firm's Form ADV Part 2A brochure dated July 15, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$219,966,617 as of October 2026, filing dated July 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2013 (12 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $219,966,617 | 3 | July 15, 2026 |
| October 2025 | $46,481,332 | 1 | June 4, 2025 |
| October 2024 | $45,373,902 | 2 | April 9, 2024 |
| October 2023 | $1,437,666 | 2 | March 31, 2023 |
| October 2022 | $24,787,926 | 2 | March 31, 2022 |
| October 2021 | $24,776,908 | 2 | March 31, 2021 |
Regulatory assets under management: $24,776,908 in the October 2021 data and $219,966,617 in the October 2026 data, up 788%.
Total employees: 2 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $46,481,332 to $219,966,617 (+373%).
- January 2026
- Employees performing advisory functions went from 1 to 3.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Changed its legal name from Strategic Swiss Advisors Sarl to Strategic Swiss Advisors AG.
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Strategic Swiss Advisors AG (CRD 169335): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/strategic-swiss-advisors-ag-wollerau-169335