STRUCTURED INVESTMENT ADVISORS, LLC
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
FINTRXOverview
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
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 Funds93%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1SHAREN ARMSTRONG
Chief Compliance Officer & Managing MemberCRD 4875714
Contacts
1 of 1SHAWN ARMSTRONG
OwnerCRD 2046333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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