Strategic Advisory Partners

RIASEC Registered
Total AUM
$191M
Discretionary
$161M
84% of AUM
Avg account
$231K
Accounts
828
Employees
8
Advisory reps
5

Firm details

Headquarters
Greensboro, North Carolina
CRD number
314842
Registered since
July 31, 2025
Website
strategicadvisorypartners.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI63.24%
  • Individuals19.13%
  • Pension & Profit Sharing Plans17.43%
  • Corporations / Businesses0.2%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Strategic Advisory Partners is a limited liability company operating as an independent registered investment adviser. The firm is registered with the SEC (registered in 2025) and serves both individual and family clients as well as institutional investors. Service offerings emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing flexibility includes asset-based fees alongside hourly and fixed-fee arrangements. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 7%, Other 4%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Private Funds 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities7%
  • Other4%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 34

Active vs passive

$181M in ETFs

Passive

100%

$180M

Active

<1%

$361K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$58.7M83,76932.50%
Unlock additional holdings →

Location

Primary office

Greensboro, NC

Guilford

Location

Greensboro, NC

Headquartered in Greensboro, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
Guilford
Address
3819 Lawndale Dr
Time zone
ET (UTC-5)
Office locations

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