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STRATEGIC GLOBAL ADVISORS, LLC

NEWPORT BEACH, CA · CRD 286019 · IAPD ↗ · sgadvisors.com · 949-706-2640

$3.03BRegulatory AUM
10Advisory reps
19Employees
3Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — STRATEGIC GLOBAL ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — STRATEGIC GLOBAL ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.