{
  "crd_number": 169335,
  "slug": "strategic-swiss-advisors-ag-wollerau-169335",
  "primary_business_name": "STRATEGIC SWISS ADVISORS AG",
  "legal_name": "STRATEGIC SWISS ADVISORS AG",
  "dbas": [],
  "city": "Wollerau",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-11-01",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-07-15",
  "carried_forward": false,
  "raum_total": 219966617.0,
  "raum_discretionary": 219966617.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 219966617.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://strategic-swiss-advisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169335",
  "city_as_filed": "WOLLERAU",
  "url": "https://advisorcensus.com/firm/strategic-swiss-advisors-ag-wollerau-169335",
  "display_name": "Strategic Swiss Advisors AG",
  "summary": "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.",
  "citation": "AdvisorCensus. Strategic Swiss Advisors AG (CRD 169335): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Strategic Swiss Advisors AG compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strategic Swiss Advisors AG reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Strategic Swiss Advisors AG charge?",
      "a": "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."
    },
    {
      "q": "Where is Strategic Swiss Advisors AG located?",
      "a": "Strategic Swiss Advisors AG's principal office is in Wollerau, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is Strategic Swiss Advisors AG registered with the SEC or a state?",
      "a": "Strategic Swiss Advisors AG is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 169335."
    },
    {
      "q": "How much does Strategic Swiss Advisors AG manage?",
      "a": "Strategic Swiss Advisors AG reports $219,966,617 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have Strategic Swiss Advisors AG's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Strategic Swiss Advisors AG serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (5)."
    },
    {
      "q": "Which custodians does Strategic Swiss Advisors AG use?",
      "a": "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."
    },
    {
      "q": "Does Strategic Swiss Advisors AG report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Strategic Swiss Advisors AG's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 24776908.0,
      "total_employees": 2,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 24787926.0,
      "total_employees": 2,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1437666.0,
      "total_employees": 2,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 45373902.0,
      "total_employees": 2,
      "filing_date": "2024-04-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 46481332.0,
      "total_employees": 1,
      "filing_date": "2025-06-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 219966617.0,
      "total_employees": 3,
      "filing_date": "2026-07-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $46,481,332 to $219,966,617 (+373%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 3.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Changed its legal name from Strategic Swiss Advisors Sarl to Strategic Swiss Advisors AG."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 15, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $4,999,999",
        "rate": "1.2%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "1%"
      },
      {
        "band": "$10,000,000 to $20,000,000",
        "rate": "0.8%"
      },
      {
        "band": "$20,000,000 to $50,000,000",
        "rate": "0.6%"
      },
      {
        "band": "Above $50,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 4999999.0,
          "rate_pct": 1.2
        },
        {
          "min": 5000000.0,
          "max": 10000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 10000000.0,
          "max": 20000000.0,
          "rate_pct": 0.8
        },
        {
          "min": 20000000.0,
          "max": 50000000.0,
          "rate_pct": 0.6
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank Julius Baer & Co. Ltd.",
      "name_as_filed": "BANK JULIUS BAER & CO. LTD.",
      "affiliated": false
    },
    {
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/strategic-swiss-advisors-ag-wollerau-169335.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 219966617.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/169335",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}