# Strategic Wealth Advisors Group, Inc.

> Strategic Wealth Advisors Group, Inc. is an SEC-registered investment advisory firm in Utica, MI, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 285863
- Filed as: STRATEGIC WEALTH ADVISORS GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Utica, MI
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285863
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-wealth-advisors-group-inc-utica-mi-285863

## Quick answers

**How is Strategic Wealth Advisors Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Wealth Advisors Group, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Strategic Wealth Advisors Group, Inc. located?**
Strategic Wealth Advisors Group, Inc.'s principal office is in Utica, MI, according to its Form ADV.

**Is Strategic Wealth Advisors Group, Inc. registered with the SEC or a state?**
Strategic Wealth Advisors Group, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 285863.

**How much does Strategic Wealth Advisors Group, Inc. manage?**
Strategic Wealth Advisors Group, Inc. reports $206,664,688 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Strategic Wealth Advisors Group, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Strategic Wealth Advisors Group, Inc.: Regulatory assets under management: $101,136,229 in the October 2024 data and $206,664,688 in the October 2026 data, up 104%. Total employees: 9 in October 2024 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Wealth Advisors Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (471); high net worth individuals (73).

**Which custodians does Strategic Wealth Advisors Group, Inc. use?**
Strategic Wealth Advisors Group, Inc.'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 Wealth Advisors Group, Inc. 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/285863

**Does Strategic Wealth Advisors Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "SWAG does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Strategic Wealth Advisors Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $140,150,911 to $206,664,688 (+47%). Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

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

- Account minimum: None

> SWAG does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

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: $206,664,688
- Discretionary: $206,664,688
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 471 | $116,391,664 |
| High net worth individuals | 73 | $90,273,024 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 13 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, FL, IL, IN, MI, MO, NC, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- strategicwealthadvisorsgroup.com
- strategicwealthinsurancegroup.com
- strategiesforsocialsecurity.com
- swaganalysis.com
- Facebook @STRATEGIC-WEALTH-ADVISORS-GROUP-INC-675283459311206
- Facebook @jewelsgalbraith
- Facebook @tim.sullivan.756
- LinkedIn @TIM-SULLIVAN-520947114
- LinkedIn @julie-sullivan-10b8b517
- X @STRATWEALTHADVG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $101,136,229 | 9 | March 29, 2024 |
| October 2025 | $140,150,911 | 11 | March 27, 2025 |
| October 2026 | $206,664,688 | 13 | March 30, 2026 |

Regulatory assets under management: $101,136,229 in the October 2024 data and $206,664,688 in the October 2026 data, up 104%.
Total employees: 9 in October 2024 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $140,150,911 to $206,664,688 (+47%).
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Wealth Advisors Group, Inc. (CRD 285863): Form ADV filing data as of October 2026.