Strategic Advisory Services provides portfolio management for individuals and small businesses and selecting other managers.
Strategic Advisory Services reports 254 clients. They include 213 individual clients, 39 high-net-worth individuals and 2 charitable organizations. Of its assets, 100.0% ($201M across 464 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $148M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 37% |
| High-net-worth individuals | 15% | 55% |
| Charitable organizations | <1% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 213 | $74.9M | 37.2% | $351K |
| High-net-worth individuals | 39 | $111M | 55.0% | $2.84M |
| Charitable organizations | Fewer than 5 | $15.6M | 7.8% | $7.8M |
| Total | 254 | $201M | 100% | — |
- Clients
- 213
- Regulatory AUM
- $74.9M
- AUM share
- 37.2%
- Avg. per client
- $351K
- Clients
- 39
- Regulatory AUM
- $111M
- AUM share
- 55.0%
- Avg. per client
- $2.84M
- Clients
- Fewer than 5
- Regulatory AUM
- $15.6M
- AUM share
- 7.8%
- Avg. per client
- $7.8M
Total
- Clients
- 254
- Regulatory AUM
- $201M
- 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
- 0
Strategic Advisory Services charges up to 1.50% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.
Fee details and sources
James Walker owns 75% or more of Strategic Advisory Services. The leadership team of Strategic Advisory Services includes President James Walker. It has 10 employees, 8 of them in advisory roles.
Leadership
- James WalkerPresident, Chief Compliance Officer, Managing Member
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 8 in advisory functions
- 8 state-registered reps
- 8 broker-dealer reps
- 8 insurance agents
- Owns 75% or more of Strategic Advisory Services, LLC
James Walker
Control person · since March 2017
Strategic Advisory Services’ regulatory assets grew 2.0× from $102M (July 2022) to $201M (August 2026); clients rose from 134 to 254 and employees from 7 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $201M | 254 | 10 | 3 |
| May 2025 | $212M | 340 | 10 | 1 |
| July 2024 | $178M | 189 | 11 | 1 |
| August 2023 | $150M | 432 | 10 | 1 |
| July 2022 | $102M | 134 | 7 | 1 |
Besides its headquarters, Strategic Advisory Services has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Tennessee.
Tennessee · 2 listed addresses
- 6465 Quail Hollow Road, Suite 301, MemphisHQ
- 214 Tuckahoe CV, Memphis
Other business names
Strategic Advisory Services has reported 1 other business name to the SEC.
- Strategic Wealth Management
Contact and registration details
- Legal name
- Strategic Advisory Services, LLC
- Headquarters
- 6465 Quail Hollow Road, Suite 301, Memphis, TN 38120
- Website
- Not reported
- Phone
- 901-751-2025
- SEC file
- 801-123188
- Structure
- Tennessee LLC
- Fiscal year end
- December
Strategic Advisory Services uses LPL Financial ($192M) as custodian for its separately managed accounts. Strategic Advisory Services does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $192M100%
At year end, Strategic Advisory Services’ separately managed accounts were largely in funds (49%) and stocks (42%).
What the accounts hold
- Stocks42%
- Funds49%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
How many clients does Strategic Advisory Services have?
Strategic Advisory Services has 254 clients and manages $201 million for them, as of August 2026. They include 213 individual clients, 39 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026
What services does Strategic Advisory Services offer?
Strategic Advisory Services provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Strategic Advisory Services charge?
Strategic Advisory Services charges up to 1.50% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.
Which custodians does Strategic Advisory Services use?
Strategic Advisory Services’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $192M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026
How many financial advisors does Strategic Advisory Services have?
Strategic Advisory Services has 8 investment adviser representatives registered with state securities authorities, out of 10 employees, and 8 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 8 employees are 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 Services invest in?
At the end of its last fiscal year, Strategic Advisory Services’ separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 42% exchange-traded equities, 4% cash and equivalents, 3% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strategic Advisory Services?
Strategic Advisory Services’ direct owner is James Walker (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 August 2026
How does Strategic Advisory Services get paid?
Strategic Advisory Services is paid through a percentage of assets under management. 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 Services?
Strategic Advisory Services’ main office is at 6465 Quail Hollow Road, Suite 301, Memphis, TN 38120. Its phone number is 901-751-2025.