{"url":"https://nivawealth.com/firms/strategic-asset-management-group-advisors-135832","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/135832","regulatoryAum":416491744,"crd":"135832","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6231573","suffix":null,"lastName":"IVEY","firstName":"JACOB","middleName":null},{"crd":"5696348","suffix":null,"lastName":"ODEN","firstName":"ANDREW","middleName":null},{"crd":"1174272","suffix":null,"lastName":"ODEN","firstName":"ROBERT","middleName":"FRANK"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-27","regulatoryAum":314990600,"clients":176,"employees":5,"offices":1},{"filedOn":"2022-03-21","regulatoryAum":359876808,"clients":130,"employees":5,"offices":1},{"filedOn":"2023-02-15","regulatoryAum":330520813,"clients":132,"employees":5,"offices":1},{"filedOn":"2024-04-12","regulatoryAum":362385362,"clients":128,"employees":5,"offices":1},{"filedOn":"2025-03-05","regulatoryAum":376705928,"clients":123,"employees":5,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":416491744,"clients":126,"employees":5,"offices":1}],"secFileNumber":"801-68978","legalName":"Strategic Asset Management  Group Advisors, Inc.","displayName":"Strategic Asset Management  Group Advisors","slug":"strategic-asset-management-group-advisors-135832","website":"https://1samgroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2005","organization":"Florida corporation","fiscalYearEnd":"December","headquarters":{"street":"2000 North Federal Highway, Suite 202","city":"Pompano Beach","state":"FL","stateName":"Florida","country":"United States","postalCode":"33062"},"tradeNames":[],"registration":{"secApproved":"31 March 2008","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3329247.8387096776,"staff":{"employees":5,"advisory":3,"brokerDealerReps":3,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":416491744,"discretionary":386470542,"discretionaryAccounts":303,"nonDiscretionary":30021202,"nonDiscretionaryAccounts":101,"wrapProgram":468002125,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":58,"regulatoryAum":41649174},{"label":"High-net-worth individuals","clients":66,"regulatoryAum":371177558},{"label":"Pension and profit-sharing plans","clients":1,"fewerThan5":true,"regulatoryAum":1562118},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":2102894}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T09:05:15.641113+00:00","documents":[{"name":"STRATEGIC ASSET MANAGEMENT GROUP WRAP BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028247","versionId":1028247,"submittedOn":"2026-03-27"},{"name":"STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. ADV BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028246","versionId":1028246,"submittedOn":"2026-03-27"}]},"custodians":[{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":416491744}],"custodyNote":"Strategic Asset Management  Group Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"April Keenan","title":"Chief Compliance Officer","crd":"2959580"},{"name":"Jacob Ivey","title":"Partner","crd":"6231573"},{"name":"Robert Oden","title":"Managing Partner/Owner","crd":"1174272"},{"name":"Andrew Oden","title":"Partner","crd":"5696348"}],"ownership":[{"label":"Robert Oden","detail":"Managing partner/owner in the 25% to 50% ownership band and a control person, since May 2005."},{"label":"Andrew Oden","detail":"Partner in the 25% to 50% ownership band and a control person, since January 2025."},{"label":"Jacob Ivey","detail":"Partner in the 25% to 50% ownership band and a control person, since January 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2000 North Federal Highway, Suite 202","city":"Pompano Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"954-473-1110","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":34},{"label":"Securities issued by registered investment companies or business development companies","percent":65},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/135832/PDF/135832.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028247","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Strategic Asset Management  Group Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Strategic Asset Management  Group Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Strategic Asset Management  Group Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Strategic Asset Management  Group Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Strategic Asset Management  Group Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Strategic Asset Management  Group Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Strategic Asset Management  Group Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Strategic Asset Management  Group Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}