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STRATEGIC ADVISORY PARTNERS

GREENSBORO, NC · CRD 314842 · IAPD ↗ · 336-790-2560

$191.4MRegulatory AUM
4Advisory reps
8Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — STRATEGIC ADVISORY PARTNERS notice-filed in LA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — STRATEGIC ADVISORY PARTNERS reported RAUM up 54% ($124.3M -> $191.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2025 — STRATEGIC ADVISORY PARTNERS (GREENSBORO, NC) is newly SEC-registered with $124.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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