Strategic Asset Management Group Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Strategic Asset Management Group Advisors reports 126 clients. They include 66 high-net-worth individuals, 58 individual clients and 1 pension or profit-sharing plan. Of its assets, 92.8% ($386M across 303 accounts) are managed with discretion; $30M across 101 accounts are not. A wrap fee program the firm both sponsors and manages holds $468M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 10% |
| High-net-worth individuals | 52% | 89% |
| Pension and profit-sharing plans | <1% | <1% |
| 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) | 58 | $41.6M | 10.0% | $718K |
| High-net-worth individuals | 66 | $371M | 89.1% | $5.62M |
| Pension and profit-sharing plans | Fewer than 5 | $1.56M | 0.4% | $1.56M |
| Corporations and other businesses | Fewer than 5 | $2.1M | 0.5% | $2.1M |
| Total | 126 | $416M | 100% | — |
- Clients
- 58
- Regulatory AUM
- $41.6M
- AUM share
- 10.0%
- Avg. per client
- $718K
- Clients
- 66
- Regulatory AUM
- $371M
- AUM share
- 89.1%
- Avg. per client
- $5.62M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.56M
- AUM share
- 0.4%
- Avg. per client
- $1.56M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.1M
- AUM share
- 0.5%
- Avg. per client
- $2.1M
Total
- Clients
- 126
- Regulatory AUM
- $416M
- 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
Strategic Asset Management Group Advisors is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Robert Oden owns 25% to 50% of Strategic Asset Management Group Advisors. The leadership team of Strategic Asset Management Group Advisors includes Chief Compliance Officer April Keenan. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 2 insurance agents
- Owns 25% to 50% of Strategic Asset Management Group Advisors, Inc.
Robert Oden
Control person · since May 2005
- Owns 25% to 50% of Strategic Asset Management Group Advisors, Inc.
Andrew Oden
Control person · since January 2025
- Owns 25% to 50% of Strategic Asset Management Group Advisors, Inc.
Jacob Ivey
Control person · since January 2025
Strategic Asset Management Group Advisors’ regulatory assets grew from $315M (March 2021) to $416M (March 2026); clients fell from 176 to 126 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $416M | 126 | 5 | 1 |
| Mar 2025March 2025 | $377M | 123 | 5 | 1 |
| Apr 2024April 2024 | $362M | 128 | 5 | 1 |
| Feb 2023February 2023 | $331M | 132 | 5 | 1 |
| Mar 2022March 2022 | $360M | 130 | 5 | 1 |
| Mar 2021March 2021 | $315M | 176 | 5 | 1 |
Besides its headquarters, Strategic Asset Management Group Advisors has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 2000 North Federal Highway, Suite 202, Pompano BeachHQ
Contact and registration details
- Legal name
- Strategic Asset Management Group Advisors, Inc.
- Headquarters
- 2000 North Federal Highway, Suite 202, Pompano Beach, FL 33062
- Website
- 1samgroup.com
- Phone
- 954-473-1110
- SEC file
- 801-68978
- Founded
- 2005
- Structure
- Florida corporation
- Fiscal year end
- December
Strategic Asset Management Group Advisors’ named custodian for separately managed accounts is Pershing ($416M). Strategic Asset Management Group Advisors does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $416M100%
At year end, Strategic Asset Management Group Advisors’ separately managed accounts were mostly in funds (65%) and stocks (34%).
What the accounts hold
- Stocks34%
- Funds65%
- Cash1%
How many clients does Strategic Asset Management Group Advisors have?
Strategic Asset Management Group Advisors has 126 clients and manages $416 million for them, as of March 2026. They include 66 high-net-worth individuals, 58 individual clients and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Strategic Asset Management Group Advisors offer?
Strategic Asset Management Group Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Strategic Asset Management Group Advisors use?
Strategic Asset Management Group Advisors’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $416M. 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 March 2026
How many financial advisors does Strategic Asset Management Group Advisors have?
Strategic Asset Management Group Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 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 Asset Management Group Advisors invest in?
At the end of its last fiscal year, Strategic Asset Management Group Advisors’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strategic Asset Management Group Advisors?
Strategic Asset Management Group Advisors’ direct owners are Robert Oden, Andrew Oden and Jacob Ivey, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Strategic Asset Management Group Advisors get paid?
Strategic Asset Management Group Advisors 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 Asset Management Group Advisors?
Strategic Asset Management Group Advisors’ main office is at 2000 North Federal Highway, Suite 202, Pompano Beach, FL 33062. Its phone number is 954-473-1110. Its website is 1samgroup.com.