Strategic Advisory Partners provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 11–25 clients last fiscal year.
Strategic Advisory Partners reports 346 clients. They include 260 individual clients, 73 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 84.3% ($161M across 760 accounts) are managed with discretion; $30.1M across 68 accounts are not. A wrap fee program the firm both sponsors and manages holds $161M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 19% |
| High-net-worth individuals | 21% | 63% |
| Pension and profit-sharing plans | 3% | 17% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 260 | $36.6M | 19.1% | $141K |
| High-net-worth individuals | 73 | $121M | 63.2% | $1.66M |
| Pension and profit-sharing plans | 11 | $33.4M | 17.4% | $3.03M |
| Corporations and other businesses | Fewer than 5 | $383K | 0.2% | $192K |
| Total | 346 | $191M | 100% | — |
- Clients
- 260
- Regulatory AUM
- $36.6M
- AUM share
- 19.1%
- Avg. per client
- $141K
- Clients
- 73
- Regulatory AUM
- $121M
- AUM share
- 63.2%
- Avg. per client
- $1.66M
- Clients
- 11
- Regulatory AUM
- $33.4M
- AUM share
- 17.4%
- Avg. per client
- $3.03M
- Clients
- Fewer than 5
- Regulatory AUM
- $383K
- AUM share
- 0.2%
- Avg. per client
- $192K
Total
- Clients
- 346
- Regulatory AUM
- $191M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Strategic Advisory Partners charges 0.55%–1.50% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $6,000 annual minimum and requires an account of at least $500,000. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M–$3M | 0.95% |
| $3M–$5M | 0.75% |
| $5M and above | 0.55% |
Fee details and sources
Other fees
- Employee Benefit Plan Services
- Employee benefit plan services are charged on plan assets at 0.55% to 0.40% by account value, not to exceed 0.55% of total plan assets.
- Limited Scope Financial Planning
- Project-based limited scope planning fees range from $500 to $5,000, and hourly planning is charged at $350 an hour.
- Ongoing Comprehensive Financial Planning
- Ongoing comprehensive financial planning has an upfront charge of $1,500 to $5,000 plus an annual fee of $1,200 to $9,600, based on complexity and needs.
Blaise Stevens owns 50% to 75% of Strategic Advisory Partners. The leadership team of Strategic Advisory Partners includes Chief Compliance Officer Blaise Stevens. It has 8 employees, 4 of them in advisory roles.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 soliciting firms
- Owns 50% to 75% of Strategic Advisory Partners, LLC
Blaise Stevens
Control person · since May 2021
- Owns 25% to 50% of Strategic Advisory Partners, LLC
Brittne Stevens
Control person · since July 2025
- Owns 5% to 10% of Strategic Advisory Partners, LLC
Christopher Harris
since July 2025
Strategic Advisory Partners’ regulatory assets grew 1.5× from $124M (July 2025) to $191M (March 2026); clients rose from 285 to 346 and employees from 3 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $191M | 346 | 8 | 1 |
| Jul 2025July 2025 | $124M | 285 | 3 | 1 |
Besides its headquarters, Strategic Advisory Partners has 0 offices, with 1 listed address in 1 state.
North Carolina · 1 listed address
- 3819 Lawndale Drive, GreensboroHQ
Contact and registration details
- Legal name
- Strategic Advisory Partners, LLC
- Headquarters
- 3819 Lawndale Drive, Greensboro, NC 27455
- Phone
- 336-790-2560
- SEC file
- 801-134091
- Structure
- North Carolina LLC
- Fiscal year end
- December
Strategic Advisory Partners’ named custodian for separately managed accounts is Charles Schwab ($151M). Strategic Advisory Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $151M100%
At year end, Strategic Advisory Partners’ separately managed accounts were mostly in funds (86%). Its reported 13F holdings for the quarter ended 30 June 2026 total $141M across 43 positions; the largest are Vanguard Index Fds (38.8%), Vanguard BD Index Fds (25.1%) and Select Sector SPDR TR (7.1%).
What the accounts hold
- Stocks7%
- Funds86%
- Registered funds85%
- Pooled vehicles1%
- Bonds1%
- Cash2%
- Other4%
- Cits and other retirement plan assets4%
How many clients does Strategic Advisory Partners have?
Strategic Advisory Partners has 346 clients and manages $191 million for them, as of March 2026. They include 260 individual clients, 73 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Strategic Advisory Partners offer?
Strategic Advisory Partners provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Strategic Advisory Partners charge?
Strategic Advisory Partners charges 0.55%–1.50% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $6,000 annual minimum and requires an account of at least $500,000.
Which custodians does Strategic Advisory Partners use?
Strategic Advisory Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $151M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Strategic Advisory Partners have?
Strategic Advisory Partners has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Strategic Advisory Partners invest in?
At the end of its last fiscal year, Strategic Advisory Partners’ separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 4% other, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar). The 4% other category is described as: Cits and Other Retirement Plan Assets.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Strategic Advisory Partners have a minimum investment?
Yes, Strategic Advisory Partners’ minimum account size for its Investment Management Services is $500K. It charges a $6K annual minimum fee.
Who owns Strategic Advisory Partners?
Strategic Advisory Partners’ direct owners are Blaise Stevens (50% to 75%), Christopher Harris (5% to 10%) and Brittne Stevens (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Strategic Advisory Partners get paid?
Strategic Advisory Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Strategic Advisory Partners?
Strategic Advisory Partners’ main office is at 3819 Lawndale Drive, Greensboro, NC 27455. Its phone number is 336-790-2560. Its website is strategicadvisorypartners.com.
