# Strategic Wealth Management Group

> Strategic Wealth Management Group is an SEC-registered investment advisory firm in New York, NY, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 125882
- Filed as: STRATEGIC WEALTH MANAGEMENT GROUP
- Legal name: Strategic Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125882
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-wealth-management-group-new-york-ny-125882

## Quick answers

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

**How much does Strategic Wealth Management Group charge?**
Its Form ADV Part 2A brochure dated February 27, 2026 states: Asset-based fee: 0.2% to 2% a year (a range, as the brochure states it); Hourly rate: $175 to $500 an hour (Retirement Plan Consulting Services); Flat fee: $500 to $4,000 (Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Strategic Wealth Management Group located?**
Strategic Wealth Management Group's principal office is in New York, NY, according to its Form ADV.

**Is Strategic Wealth Management Group registered with the SEC or a state?**
Strategic Wealth Management Group is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 125882.

**How much does Strategic Wealth Management Group manage?**
Strategic Wealth Management Group reports $832,890,818 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).

**How have Strategic Wealth Management Group's assets and staff changed since 2021?**
In the Form ADV data for Strategic Wealth Management Group: Regulatory assets under management: $420,927,691 in the October 2021 data and $832,890,818 in the October 2026 data, up 98%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Wealth Management Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (177); high net worth individuals (155); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Which custodians does Strategic Wealth Management Group use?**
Strategic Wealth Management Group'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 Management Group 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/125882

**What changed in Strategic Wealth Management Group's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in LA.

## 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 February 27, 2026)

- Asset-based fee: 0.2% to 2% a year (a range, as the brochure states it)

> The annual fee for Investment Management Services will be charged as a percentage of assets under management as agreed to with the client and typically range from 0.20% to 2.0% per annum, depending on such factors as account size and investment objectives.

- Hourly rate: $175 to $500 an hour (Retirement Plan Consulting Services)

> SWMG's hourly charges range from $175-$500 per hour. A fixed fee may be quoted based on an estimate of hours for the services requested.

- Flat fee: $500 to $4,000 (Consulting Services)

> As a fixed fee, typically ranging from $500-$4,000, depending on the nature and complexity of each client's circumstances.

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: $832,890,818
- Discretionary: $832,890,818
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 177 | $43,725,363 |
| High net worth individuals | 155 | $754,943,396 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $30,419,176 |
| Charitable organizations | 6 | $3,802,883 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2005 (21 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, LA, NJ, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $420,927,691 | 7 | March 15, 2021 |
| October 2022 | $807,291,157 | 7 | March 9, 2022 |
| October 2023 | $568,738,295 | 7 | August 31, 2023 |
| October 2024 | $667,747,857 | 7 | February 29, 2024 |
| October 2025 | $758,261,588 | 9 | March 19, 2025 |
| October 2026 | $832,890,818 | 7 | July 28, 2026 |

Regulatory assets under management: $420,927,691 in the October 2021 data and $832,890,818 in the October 2026 data, up 98%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in LA.

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in CO, LA, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Wealth Management Group (CRD 125882): Form ADV filing data as of October 2026.