Strategic Portfolio Solutions provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Strategic Portfolio Solutions reports 188 clients. They include 133 individual clients and 55 high-net-worth individuals. Of its assets, 96.8% ($132M across 387 accounts) are managed with discretion; $4.42M across 6 accounts are not. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 22% |
| High-net-worth individuals | 29% | 78% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 133 | $30.6M | 22.5% | $230K |
| High-net-worth individuals | 55 | $106M | 77.5% | $1.92M |
| Total | 188 | $136M | 100% | $725K |
- Clients
- 133
- Regulatory AUM
- $30.6M
- AUM share
- 22.5%
- Avg. per client
- $230K
- Clients
- 55
- Regulatory AUM
- $106M
- AUM share
- 77.5%
- Avg. per client
- $1.92M
Total
- Clients
- 188
- Regulatory AUM
- $136M
- AUM share
- 100%
- Avg. per client
- $725K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Strategic Portfolio Solutions charges 0.50%–1.50% a year for its Asset Management. The fee is billed in advance, is not negotiable and requires an account of at least $50,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Divorce Financial Planning
- Flat fees of $5,000 (net worth to $1,000,000), $7,500 ($1M to $3M) and $11,000 ($3M to $5M); negotiated above $5M, plus flat add-ons for businesses, real estate and property tracing.
- Financial Planning and Consulting
- Flat fee set by scope: a one-time $500 initial planning fee, plus $150 a month for ongoing financial coaching.
Robert Aikey owns 75% or more of Strategic Portfolio Solutions. The leadership team of Strategic Portfolio Solutions includes Chief Compliance Officer Robert Aikey. It has 5 employees.
Leadership
Robert AikeyManaging Member & Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 2 insurance agents
- Owns 75% or more of Strategic Portfolio Solutions, LLC
Robert Aikey
Control person · since August 2020
Strategic Portfolio Solutions’ regulatory assets grew from $112M (April 2025) to $136M (March 2026); clients rose from 167 to 188 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $136M | 188 | 5 | 3 |
| April 2025 | $112M | 167 | 5 | 3 |
Besides its headquarters, Strategic Portfolio Solutions has 2 offices (2 private residences, listed without an address), with 1 listed address in Texas.
Texas · 1 listed address
- 17304 Preston Road, Suite 125, DallasHQ
Contact and registration details
- Legal name
- Strategic Portfolio Solutions, LLC
- Headquarters
- 17304 Preston Road, Suite 125, Dallas, TX 75252
- Website
- Not reported
- Phone
- 214-446-4910
- SEC file
- 801-131029
- Structure
- Texas LLC
- Fiscal year end
- December
Strategic Portfolio Solutions uses Charles Schwab ($130M) as custodian for its separately managed accounts. Strategic Portfolio Solutions does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $130M100%
At year end, Strategic Portfolio Solutions’ separately managed accounts were mostly in stocks (78%) and funds (11%).
What the accounts hold
- Stocks78%
- Exchange-traded equities77%
- Non-exchange-traded equities1%
- Funds11%
- Registered funds10%
- Pooled vehicles1%
- Bonds4%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash5%
- Other2%
- Reits2%
How many clients does Strategic Portfolio Solutions have?
Strategic Portfolio Solutions has 188 clients and manages $136 million for them, as of March 2026. They include 133 individual clients and 55 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Strategic Portfolio Solutions offer?
Strategic Portfolio Solutions provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Strategic Portfolio Solutions charge?
Strategic Portfolio Solutions charges 0.50%–1.50% a year for its Asset Management. The fee is billed in advance, is not negotiable and requires an account of at least $50,000.
Which custodians does Strategic Portfolio Solutions use?
Strategic Portfolio Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $130M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Strategic Portfolio Solutions have?
Strategic Portfolio Solutions has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 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 Portfolio Solutions invest in?
At the end of its last fiscal year, Strategic Portfolio Solutions’ separately managed accounts held 77% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 2% other, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar). The 2% other category is described as: Reits.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Strategic Portfolio Solutions have a minimum investment?
Yes, Strategic Portfolio Solutions’ minimum account size for its Asset Management is $50K.
Who owns Strategic Portfolio Solutions?
Strategic Portfolio Solutions’ direct owner is Robert Aikey (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Strategic Portfolio Solutions get paid?
Strategic Portfolio Solutions is paid through a percentage of assets under management 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
How do I contact Strategic Portfolio Solutions?
Strategic Portfolio Solutions’ main office is at 17304 Preston Road, Suite 125, Dallas, TX 75252. Its phone number is 214-446-4910.