Strategic Investment Solutions provides portfolio management for individuals and small businesses.
Strategic Investment Solutions reports 2,695 clients. They include 2,446 individual clients, 154 high-net-worth individuals and 95 other clients. Of its assets, 100.0% ($830M across 3,631 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 53% |
| High-net-worth individuals | 6% | 37% |
| Other | 4% | 10% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,446 | $440M | 53.0% | $180K |
| High-net-worth individuals | 154 | $306M | 36.9% | $1.99M |
| Other | 95 | $84.5M | 10.2% | $889K |
| Total | 2,695 | $830M | 100% | $308K |
- Clients
- 2,446
- Regulatory AUM
- $440M
- AUM share
- 53.0%
- Avg. per client
- $180K
- Clients
- 154
- Regulatory AUM
- $306M
- AUM share
- 36.9%
- Avg. per client
- $1.99M
- Clients
- 95
- Regulatory AUM
- $84.5M
- AUM share
- 10.2%
- Avg. per client
- $889K
Total
- Clients
- 2,695
- Regulatory AUM
- $830M
- AUM share
- 100%
- Avg. per client
- $308K
- 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 Investment Solutions 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.
Ayman Saidi owns 75% or more of Strategic Investment Solutions. The leadership team of Strategic Investment Solutions includes President Ayman Saidi. It has 14 employees, 9 of them in advisory roles.
Leadership
- Ayman SaidiPresident
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
Staff
- 14 employees
- 9 in advisory functions
- 9 state-registered reps
- 4 broker-dealer reps
- 6 insurance agents
- 1 soliciting firm
- Owns 75% or more of Strategic Investment Solutions, Inc.
Ayman Saidi
Control person · since January 2022
- Owns 10% to 25% of Strategic Investment Solutions, Inc.
Douglas Stepansky
Control person · since January 2017
Strategic Investment Solutions’ regulatory assets grew 1.6× from $525M (March 2021) to $830M (February 2026); clients rose from 1,090 to 2,695 and employees from 12 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $830M | 2,695 | 14 | 4 |
| February 2025 | $910M | 2,520 | 18 | 6 |
| February 2024 | $780M | 2,225 | 15 | 5 |
| February 2023 | $611M | 1,391 | 13 | 5 |
| February 2022 | $615M | 1,384 | 13 | 5 |
| March 2021 | $525M | 1,090 | 12 | 4 |
Besides its headquarters, Strategic Investment Solutions has 3 offices, with 4 listed addresses in Florida and Illinois.
Illinois · 3 listed addresses
- 9501 W 144th Place, Orland ParkHQ
- 10827 S. Western, Chicago
- 1628 Colonial Parkway, Inverness
Florida · 1 listed address
- 3700 34th Street, Orlando
Contact and registration details
- Legal name
- Strategic Investment Solutions, Inc.
- Headquarters
- 9501 W 144th Place, Orland Park, IL 60462-2562
- Website
- sisfp.com
- Phone
- 708-645-8820
- SEC file
- 801-67584
- Structure
- Illinois corporation
- Fiscal year end
- December
Strategic Investment Solutions has custody of $212M in client assets for 750 clients.
At year end, Strategic Investment Solutions’ separately managed accounts were mostly in stocks (62%) and funds (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $437M across 707 positions; the largest are Vanguard Growth Index (13.9%), Vanguard Value Index (5.2%) and Dimensional World Equity (4.8%).
What the accounts hold
- Stocks62%
- Exchange-traded equities48%
- Non-exchange-traded equities14%
- Funds34%
- Bonds1%
- Cash3%
Reported 13F holdings
- $437M
- Reported 13F value
- 707
- Positions
- 46.0%
- In the 10 largest
- +5.6%
- Value vs. prior quarter
- Vanguard Growth Index · Uie13.9%
- Vanguard Value Index · Uie5.2%
- Dimensional World Equity · Uie4.8%
- Dimensional U.S. Equity · Uie4.5%
- Dimensional World EX · Uie4.4%
- iShares Core 30/70 · Uie3.3%
- Apple Inc.3.1%
- SPDR Gold Shares · Uie2.5%
- Dimensional U.S. · Uie2.3%
- Dimensional U.S. Core · Uie2.0%
Together, the ten largest are 46.0% of reported value.
How many clients does Strategic Investment Solutions have?
Strategic Investment Solutions has 2,695 clients and manages $830 million for them, as of February 2026. They include 2,446 individual clients, 154 high-net-worth individuals and 95 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 February 2026
What services does Strategic Investment Solutions offer?
Strategic Investment Solutions provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Strategic Investment Solutions have?
Strategic Investment Solutions has 9 investment adviser representatives registered with state securities authorities, out of 14 employees, and 9 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 6 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 Solutions invest in?
At the end of its last fiscal year, Strategic Investment Solutions’ separately managed accounts held 48% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 14% non-exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency 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 Solutions?
Strategic Investment Solutions’ direct owners are Douglas Stepansky (10% to 25%) and Ayman Saidi (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 February 2026
How does Strategic Investment Solutions get paid?
Strategic Investment Solutions 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 Investment Solutions?
Strategic Investment Solutions’ main office is at 9501 W 144th Place, Orland Park, IL 60462-2562. Its phone number is 708-645-8820. Its website is sisfp.com.