Strategic Investment Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, and tax planning. Financial planning was provided to 26–50 clients last fiscal year.
Strategic Investment Advisors reports 2,066 clients. They include 1,542 individual clients, 514 high-net-worth individuals, and 9 corporations and other businesses. Of its assets, 100.0% ($1.82B across 11,760 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 37% |
| High-net-worth individuals | 25% | 61% |
| Charitable organizations | <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) | 1,542 | $681M | 37.5% | $441K |
| High-net-worth individuals | 514 | $1.12B | 61.5% | $2.17M |
| Charitable organizations | 1 | $16M | 0.9% | $16M |
| Corporations and other businesses | 9 | $2.79M | 0.2% | $310K |
| Total | 2,066 | $1.82B | 100% | $879K |
- Clients
- 1,542
- Regulatory AUM
- $681M
- AUM share
- 37.5%
- Avg. per client
- $441K
- Clients
- 514
- Regulatory AUM
- $1.12B
- AUM share
- 61.5%
- Avg. per client
- $2.17M
- Clients
- 1
- Regulatory AUM
- $16M
- AUM share
- 0.9%
- Avg. per client
- $16M
- Clients
- 9
- Regulatory AUM
- $2.79M
- AUM share
- 0.2%
- Avg. per client
- $310K
Total
- Clients
- 2,066
- Regulatory AUM
- $1.82B
- AUM share
- 100%
- Avg. per client
- $879K
- 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
- 26–50
Strategic Investment Advisors charges up to 1.00% for its Securities Accounts Held at Fidelity. The brochure does not state whether the rate is annual. The fee is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Negotiable fixed fees generally from $3,000 to $250,000, or hourly fees from $75 to $500.
- Succession Planning Academy
- Fixed annual fee not to exceed $3,000; the first year is due after the financial plan is delivered, then billed quarterly in advance.
Cassidy and Associates Inc. owns 75% or more of Strategic Investment Advisors and is in turn owned by Kirk Cassidy (75% or more). The leadership team of Strategic Investment Advisors includes President Kirk Cassidy and Chief Compliance Officer Barry Garrett. It has 16 employees, 11 of them in advisory roles.
Leadership
- Kirk CassidyPresident
- Barry GarrettChief Compliance Officer
Investment adviser representatives
14 representatives listed in the SEC register as of 9 October 2026.
- L Brian Atherton
- Kirk Melbourne Cassidy
- Gregory Charles Haeger III
- Adam wiliam Holl
- Joshua Lee Jackson
- Curt David Knotick
- Ethan James Lane
- Jared Michael Lee
- Jason Douglas MacLean
- Michael Paul Masserant
- Paul Elliott Metler
- Kevin Richman
- Shawn Srivastava
- Jacob Charles Zagor
Staff
- 16 employees
- 11 in advisory functions
- 13 state-registered reps
- 10 insurance agents
- Owns 75% or more of Strategic Investment Advisors, LLC
Cassidy and Associates Inc.
Control person · since December 2021
- Owns 75% or more of Cassidy and Associates Inc.
Kirk Cassidy
Control person · since December 2021
- Owns 10% to 25% of Strategic Investment Advisors, LLC
Advisor Support Network, LLC
since December 2021
- Owns 75% or more of Advisor Support Network, LLC
Advisors Excel Holdings, LLC
Control person · since December 2021
- Owns 75% or more of Advisors Excel Holdings, LLC
Oneae, LLC
since December 2021
Strategic Investment Advisors’ regulatory assets grew 3.8× from $480M (March 2021) to $1.82B (June 2026); clients rose from 938 to 2,066 and employees from 6 to 16. In 2026, Asg Investment Management ($235M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $1.82B | 2,066 | 16 | 5 |
| March 2025 | $1.18B | 1,068 | 11 | 4 |
| July 2024 | $947M | 1,005 | 11 | 4 |
| July 2023 | $839M | 1,529 | 11 | 3 |
| July 2022 | $678M | 2,093 | 9 | 3 |
| March 2021 | $480M | 938 | 6 | 3 |
Firms that joined
20261 joined
- Asg Investment ManagementLast filed AUM $235M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Strategic Investment Advisors has 4 offices, with 5 listed addresses in Michigan, Missouri and Pennsylvania.
Michigan · 3 listed addresses
- 29409 Haggerty Road, Suite 200, NoviHQ
- 1310 S. Main Street, Ann Arbor
- 36800 Woodward Avenue, Bloomfield Hills
Missouri · 1 listed address
- 3622 Endeavor Avenue, Columbia
Pennsylvania · 1 listed address
- 831 Evans City RD, Renfrew
Contact and registration details
- Legal name
- Strategic Investment Advisors, LLC
- Headquarters
- 29409 Haggerty Road, Suite 200, Novi, MI 48377
- Website
- c2privatewealth.com
- Phone
- 248-567-6688
- @c2privatewealth
- SEC file
- 801-110692
- Founded
- 2007
- Structure
- Michigan LLC
- Fiscal year end
- December
Strategic Investment Advisors uses Fidelity ($1.82B) as custodian for its separately managed accounts. Strategic Investment Advisors has custody of $12.5M in client assets for 55 clients.
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $1.82B100%
At year end, Strategic Investment Advisors’ separately managed accounts were mostly in stocks (83%).
What the accounts hold
- Stocks83%
- Funds2%
- Bonds9%
- Investment grade corporate bonds7%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash6%
How many clients does Strategic Investment Advisors have?
Strategic Investment Advisors has 2,066 clients and manages $1.82 billion for them, as of June 2026. They include 1,542 individual clients, 514 high-net-worth individuals, and 9 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 June 2026
What services does Strategic Investment Advisors offer?
Strategic Investment Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Strategic Investment Advisors charge?
Strategic Investment Advisors charges up to 1.00% for its Securities Accounts Held at Fidelity. The brochure does not state whether the rate is annual. The fee is negotiable.
Which custodians does Strategic Investment Advisors use?
Strategic Investment Advisors’ separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $1.82B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 June 2026
How many financial advisors does Strategic Investment Advisors have?
Strategic Investment Advisors has 13 investment adviser representatives registered with state securities authorities, out of 16 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 10 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 Investment Advisors invest in?
At the end of its last fiscal year, Strategic Investment Advisors’ separately managed accounts held 83% exchange-traded equities, 7% investment grade corporate bonds, 6% cash and equivalents, 2% registered funds (mutual funds, ETFs, BDCs), 1% U.S. government and agency bonds and 1% state and local 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 Investment Advisors?
Strategic Investment Advisors is owned through a chain of holding companies by Oneae, LLC and Kirk Cassidy. Its direct owners are Cassidy and Associates Inc. (75% or more) and Advisor Support Network, LLC (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 19 June 2026
How does Strategic Investment Advisors get paid?
Strategic Investment Advisors 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
Is Strategic Investment Advisors registered with the SEC?
Yes, Strategic Investment Advisors has been registered with the SEC as an investment adviser since 31 May 2017. Its CRD number is 151501 and its SEC file number is 801-110692.
Source: Form ADV Part 1A, Item 1, filed 19 June 2026; IAPD firm record
How do I contact Strategic Investment Advisors?
Strategic Investment Advisors’ main office is at 29409 Haggerty Road, Suite 200, Novi, MI 48377. Its phone number is 248-567-6688. Its website is c2privatewealth.com.