Strategic Portfolio Solutions, LLC

RIASEC RegisteredEst. 2024
Total AUM
$136M
Discretionary
$132M
97% of AUM
Avg account
$347K
Accounts
393
Employees
5
Advisory reps
5

Firm details

Headquarters
Dallas, Texas
CRD number
156374
Registered since
August 30, 2024
Website
www.investsps.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI77.53%
  • Individuals22.47%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Strategic Portfolio Solutions, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owned by an individual and positions itself as a capital allocator working primarily with individual and family clients. Its advisory services cover financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It also operates as an insurance broker and charges either a percentage of assets under management or fixed fees for advice. The firm does not identify 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: Exchange Traded Equities 77%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 5%, Other 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%77%
  • Exchange Traded Equities77%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents5%
  • Other2%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • Nancy Hetrick

    Nancy Hetrick

    Founder and CEOCRD 3228023

Contacts

3 of 4
  • Charles Johnson

    Charles Johnson

    Senior Financial AdvisorCRD 5686669

  • Kristen Hilty

    Kristen Hilty

    Senior Financial AdvisorCRD 3227861

  • Robert Aikey

    Robert Aikey

    Managing Director and Portfolio ManagerCRD 2574224

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
17304 Preston Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth