STRUCTURED INVESTMENT ADVISORS, LLC

RIASEC Registered
Total AUM
$107M
Discretionary
$107M
100% of AUM
Avg account
$215K
Accounts
496
Employees
1
Advisory reps
2

Firm details

Headquarters
SANDUSKY, Ohio
CRD number
137231
Custodians
AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI75.05%
  • Pension & Profit Sharing Plans13.65%
  • Individuals8.41%
  • Charitable Organizations1.49%
  • Corporations / Businesses1.39%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Structured Investment Advisors, LLC is a small, privately owned RIA that manages primarily discretionary portfolios for individuals, families and institutions. The firm’s advisory work focuses on portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Structured Investment Advisors is not positioned as an active ESG allocator, and it does not present itself as a multi-state or capital-allocating adviser. Investment activity centers on publicly available pooled vehicles rather than direct security selection or heavy proprietary strategies. The firm favors diversified public funds and mutual funds as the backbone of client portfolios and constructs separate managed accounts around those vehicles. Given the firm’s size and client mix, emphasis appears to be on practical, implementable multi-client strategies and tailored SMA solutions rather than on complex alternative solutions or direct private market sourcing.

Assets & Accounts

Investments & Alternatives

Location & Offices

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 93%, Cash & Cash Equivalents 7%93%
  • Public Funds/Mutual Funds93%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • SHAREN ARMSTRONG

    Chief Compliance Officer & Managing MemberCRD 4875714

Contacts

1 of 1
  • SHAWN ARMSTRONG

    OwnerCRD 2046333

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SANDUSKY, OH

ERIE

Location

SANDUSKY, OH

Headquartered in SANDUSKY, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
ERIE
Address
215 W Washington Row
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth