STRATEGIC ADVISORY PARTNERS

Overview

Strategic Advisory Partners is an independent registered investment adviser that serves both individual and institutional clients. The firm combines financial planning and portfolio management, offering fee arrangements that include a percentage of AUM, hourly charges and fixed fees. Its advisory services list financial planning, portfolio management for individuals and small businesses, and pension consulting as core activities, indicating a blend of wealth planning and discretionary portfolio oversight. Investment activity skews toward a fund-centric approach: public funds and mutual funds are the dominant asset type on the books, and the firm’s 13F portfolio is overwhelmingly ETF-weighted. That pattern suggests a core strategy built on pooled vehicles—index and active mutual funds and ETFs—likely used for broad market exposure, tax efficiency and operational simplicity. At the same time, the firm allocates to third-party alternative managers across venture capital, hedge funds, real estate and digital currency, which indicates a willingness to supplement core public-market exposure with private and non-correlated strategies for clients that can access them. Strategic Advisory Partners presents as an independent, owner-operated RIA that mixes fee-for-service financial planning with discretionary portfolio management, and supplements that core approach with select alternative allocations when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices