# 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.

- CRD: 169335
- Filed as: STRATEGIC SWISS ADVISORS AG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wollerau, Switzerland
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169335
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-swiss-advisors-ag-wollerau-169335

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank Julius Baer & Co. Ltd.
- UBS Financial Services 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: $219,966,617
- Discretionary: $219,966,617
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $219,966,617 |

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

### Firm details
- Registered since: 2013 (12 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [strategic-swiss-advisors.com](https://strategic-swiss-advisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $24,776,908 | 2 | March 31, 2021 |
| October 2022 | $24,787,926 | 2 | March 31, 2022 |
| October 2023 | $1,437,666 | 2 | March 31, 2023 |
| October 2024 | $45,373,902 | 2 | April 9, 2024 |
| October 2025 | $46,481,332 | 1 | June 4, 2025 |
| October 2026 | $219,966,617 | 3 | July 15, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Swiss Advisors AG (CRD 169335): Form ADV filing data as of October 2026.