SMR STRATEGIC INVESTMENTS, LLC

Overview

SMR Strategic Investments, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on fee-based wealth management for individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Investment activity centers on equity-led portfolios, with a clear preference for exchange-traded equities alongside mutual fund allocations. The firm is not positioned as a multi-state adviser or pension consultant and does not identify as an active ESG investor. Portfolio management appears primarily discretionary, with investment decisions concentrated at the firm level rather than acting as a third-party capital allocator. Custody is routed through major retail custody infrastructure, which supports a mix of liquid public market instruments and access to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices