Strategic Advisory Partners
Firm details
- Headquarters
- Greensboro, North Carolina
- CRD number
- 314842
- Registered since
- July 31, 2025
- 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
FINTRXOverview
Strategic Advisory Partners is an independent RIA organized as a limited liability company and registered with the SEC in 2025. The firm serves both individual & family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Ownership is held by an individual. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not positioned as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities7%
- Other4%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1
Christopher Harris
Chief Investment OfficerCRD 7548590
Contacts
3 of 4
Brittne Stevens
Managing MemberCRD 7380902
Roy Hyde
Financial AdvisorCRD 7629184
Erica Lyall
Financial AdvisorCRD 4286885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$175M in ETFs
100%
$174M
<1%
$350K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $54.8M | 79,851 | 31.37% |
Location
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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