{"url":"https://nivawealth.com/firms/strategic-investment-advisors-151501","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/151501","regulatoryAum":1816297187,"crd":"151501","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2518928","suffix":null,"lastName":"ATHERTON","firstName":"L","middleName":"BRIAN"},{"crd":"5344038","suffix":null,"lastName":"CASSIDY","firstName":"KIRK","middleName":"MELBOURNE"},{"crd":"8127460","suffix":"III","lastName":"Haeger","firstName":"Gregory","middleName":"Charles"},{"crd":"7038170","suffix":null,"lastName":"Holl","firstName":"Adam","middleName":"wiliam"},{"crd":"5841016","suffix":null,"lastName":"JACKSON","firstName":"JOSHUA","middleName":"LEE"},{"crd":"1961768","suffix":null,"lastName":"KNOTICK","firstName":"CURT","middleName":"DAVID"},{"crd":"6419993","suffix":null,"lastName":"Lane","firstName":"Ethan","middleName":"James"},{"crd":"7949538","suffix":null,"lastName":"Lee","firstName":"Jared","middleName":"Michael"},{"crd":"6602211","suffix":null,"lastName":"MacLean","firstName":"Jason","middleName":"Douglas"},{"crd":"7205801","suffix":null,"lastName":"Masserant","firstName":"Michael","middleName":"Paul"},{"crd":"6311118","suffix":null,"lastName":"METLER","firstName":"PAUL","middleName":"ELLIOTT"},{"crd":"8247454","suffix":null,"lastName":"Richman","firstName":"Kevin","middleName":null},{"crd":"7357136","suffix":null,"lastName":"Srivastava","firstName":"Shawn","middleName":null},{"crd":"6229250","suffix":null,"lastName":"ZAGOR","firstName":"JACOB","middleName":"CHARLES"}],"total":14,"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":"2021-03-12","regulatoryAum":479960624,"clients":938,"employees":6,"offices":3},{"filedOn":"2022-07-06","regulatoryAum":677931440,"clients":2093,"employees":9,"offices":3},{"filedOn":"2023-07-12","regulatoryAum":838939111,"clients":1529,"employees":11,"offices":3},{"filedOn":"2024-07-18","regulatoryAum":947107881,"clients":1005,"employees":11,"offices":4},{"filedOn":"2025-03-12","regulatoryAum":1181835232,"clients":1068,"employees":11,"offices":4},{"filedOn":"2026-06-19","regulatoryAum":1816297187,"clients":2066,"employees":16,"offices":5}],"acquisitions":[{"date":"2026-03-16","datePrecision":"day","name":"Asg Investment Management","crd":"292445","source":"adv_w","dealType":"acquisition","sellerAum":234818792,"sellerAumDate":"2025-03-06","sourceUrl":"https://adviserinfo.sec.gov/firm/summary/292445"}],"secFileNumber":"801-110692","legalName":"Strategic Investment Advisors, LLC","displayName":"Strategic Investment Advisors","slug":"strategic-investment-advisors-151501","website":"https://c2privatewealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/c2privatewealth/","founded":"2007","organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"29409 Haggerty Road, Suite 200","city":"Novi","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48377"},"tradeNames":[],"registration":{"secApproved":"31 May 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":874256.6872568093,"staff":{"employees":16,"advisory":11,"brokerDealerReps":0,"insuranceAgents":10,"promoters":0},"aum":{"regulatory":1816297187,"discretionary":1816297187,"discretionaryAccounts":11760,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1542,"regulatoryAum":680679819},{"label":"High-net-worth individuals","clients":514,"regulatoryAum":1116791930},{"label":"Charitable organizations","clients":1,"regulatoryAum":16035670},{"label":"Corporations and other businesses","clients":9,"regulatoryAum":2789768}],"feePrograms":[{"role":"main","program":"Securities Accounts Held at Fidelity","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048994","versionId":1048994,"ratePeriod":"not_stated","fee_billing":null,"submittedOn":"2026-06-19","documentName":"2026.1 - C2 BROCHURE - FINAL","fee_rate_low":null,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"Negotiable fixed fees generally from $3,000 to $250,000, or hourly fees from $75 to $500.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048994","versionId":1048994,"submittedOn":"2026-06-19","documentName":"2026.1 - C2 BROCHURE - FINAL"},{"role":"other","program":"Succession Planning Academy","summary":"Fixed annual fee not to exceed $3,000; the first year is due after the financial plan is delivered, then billed quarterly in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048994","versionId":1048994,"submittedOn":"2026-06-19","documentName":"2026.1 - C2 BROCHURE - FINAL"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T04:50:06.008899+00:00","documents":[{"name":"2026.1 - C2 BROCHURE - FINAL","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048994","versionId":1048994,"submittedOn":"2026-06-19"}]},"custodians":[{"name":"Fidelity Distributors Company LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":1816297187}],"custodyNote":"Strategic Investment Advisors has custody of $12.5M in client assets for 55 clients.","leadership":[{"name":"Kirk Cassidy","title":"President","crd":"5344038"},{"name":"Barry Garrett","title":"Chief Compliance Officer","crd":"7593043"}],"ownership":[{"label":"Cassidy and Associates Inc.","detail":"Member in the 75% or more ownership band and a control person, since December 2021."},{"label":"Advisor Support Network, LLC","detail":"Member in the 10% to 25% ownership band, since December 2021."},{"label":"Advisors Excel Holdings, LLC","detail":"Indirect owner: a member of Advisor Support Network, LLC in the 75% or more band and a control person, since December 2021.","parent":"Advisor Support Network, LLC"},{"label":"Oneae, LLC","detail":"Indirect owner: a member of Advisors Excel Holdings, LLC in the 75% or more band, since December 2021.","parent":"Advisors Excel Holdings, LLC"},{"label":"Kirk Cassidy","detail":"Indirect owner: a president of Cassidy and Associates Inc. in the 75% or more band and a control person, since December 2021.","parent":"Cassidy and Associates Inc."}],"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":5,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":3,"addresses":[{"street":"29409 Haggerty Road, Suite 200","city":"Novi","headquarters":true},{"street":"1310 S. Main Street","city":"Ann Arbor"},{"street":"36800 Woodward Avenue","city":"Bloomfield Hills"}]},{"state":"Missouri","offices":1,"addresses":[{"street":"3622 Endeavor Avenue","city":"Columbia"}]},{"state":"Pennsylvania","offices":1,"addresses":[{"street":"831 Evans City RD","city":"Renfrew"}]}],"brochureServices":["estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-567-6688","stateRegisteredReps":13,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":83},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":7},{"label":"Securities issued by registered investment companies or business development companies","percent":2},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"19 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/151501/PDF/151501.pdf","brochureDate":"19 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1048994","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 Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Strategic Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Strategic Investment Advisors charge?","answer":"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.","source":"2026.1 - C2 BROCHURE - FINAL, filed 19 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Strategic Investment Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Strategic Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Strategic Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Strategic Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Strategic Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Strategic Investment Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Strategic Investment Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 19 June 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."}