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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Strategic Advisory Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Strategic Advisory Partners charge?","answer":"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.","source":"ADV 2A DISCLOSURE BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Strategic Advisory Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Strategic Advisory Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Strategic Advisory Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Strategic Advisory Partners have a minimum investment?","answer":"Yes, Strategic Advisory Partners’ minimum account size for its Investment Management Services is $500K. It charges a $6K annual minimum fee.","source":"ADV 2A DISCLOSURE BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Strategic Advisory Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Strategic Advisory Partners get paid?","answer":"Strategic Advisory Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}