Strategic Wealth Advisors Group provides financial planning, pension consulting, selecting other managers and educational seminars.
Strategic Wealth Advisors Group reports 544 clients. They include 471 individual clients and 73 high-net-worth individuals. Of its assets, 100.0% ($207M across 1,270 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 56% |
| High-net-worth individuals | 13% | 44% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 471 | $116M | 56.3% | $247K |
| High-net-worth individuals | 73 | $90.3M | 43.7% | $1.24M |
| Total | 544 | $207M | 100% | $380K |
- Clients
- 471
- Regulatory AUM
- $116M
- AUM share
- 56.3%
- Avg. per client
- $247K
- Clients
- 73
- Regulatory AUM
- $90.3M
- AUM share
- 43.7%
- Avg. per client
- $1.24M
Total
- Clients
- 544
- Regulatory AUM
- $207M
- AUM share
- 100%
- Avg. per client
- $380K
- 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 Wealth Advisors Group charges 0.80%–1.50% a year for its Investment Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Services Fees
- Annual fee of 1% of included plan assets under management, charged quarterly in arrears.
- Financial Planning and Consulting Fees
- Negotiable fixed or hourly fee: up to $5,000 for a comprehensive plan, generally $750 for a basic analysis, and $150 to $500 per hour outside the fixed fee.
Timothy Sullivan owns 75% or more of Strategic Wealth Advisors Group. The leadership team of Strategic Wealth Advisors Group includes President Timothy Sullivan. It has 13 employees, 6 of them in advisory roles.
Leadership
Timothy SullivanPresident / Chief Compliance Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 13 employees
- 6 in advisory functions
- 6 state-registered reps
- 11 insurance agents
- Owns 75% or more of Strategic Wealth Advisors Group, Inc.
Timothy Sullivan
Control person · since May 2014
Strategic Wealth Advisors Group’s regulatory assets grew 2.0× from $101M (March 2024) to $207M (March 2026); clients rose from 320 to 544 and employees from 9 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $207M | 544 | 13 | 2 |
| March 2025 | $140M | 402 | 11 | 2 |
| March 2024 | $101M | 320 | 9 | 2 |
Besides its headquarters, Strategic Wealth Advisors Group has 1 office (1 private residence, listed without an address), with 1 listed address in Michigan.
Michigan · 1 listed address
- 8667 Hall Road, UticaHQ
Contact and registration details
- Legal name
- Strategic Wealth Advisors Group, Inc.
- Headquarters
- 8667 Hall Road, Utica, MI 48317
- Phone
- 586-203-2275
- SEC file
- 801-130149
- Structure
- Michigan corporation
- Fiscal year end
- December
Strategic Wealth Advisors Group uses Charles Schwab ($204M) as custodian for its separately managed accounts. Strategic Wealth Advisors Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $204M100%
At year end, Strategic Wealth Advisors Group’s separately managed accounts were mostly in funds (66%) and stocks (24%).
What the accounts hold
- Stocks24%
- Exchange-traded equities23%
- Non-exchange-traded equities1%
- Funds66%
- Registered funds65%
- Pooled vehicles1%
- Bonds6%
- High-yield corporate bonds4%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash4%
How many clients does Strategic Wealth Advisors Group have?
Strategic Wealth Advisors Group has 544 clients and manages $207 million for them, as of March 2026. They include 471 individual clients and 73 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Strategic Wealth Advisors Group offer?
Strategic Wealth Advisors Group provides financial planning, pension consulting, selecting other managers and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Strategic Wealth Advisors Group charge?
Strategic Wealth Advisors Group charges 0.80%–1.50% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.
Source: DISCLOSURE BROCHURE FOR STRATEGIC WEALTH ADVISORS GROUP, INC., filed 30 March 2026
Which custodians does Strategic Wealth Advisors Group use?
Strategic Wealth Advisors Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $204M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Strategic Wealth Advisors Group have?
Strategic Wealth Advisors Group has 6 investment adviser representatives registered with state securities authorities, out of 13 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 11 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 Wealth Advisors Group invest in?
At the end of its last fiscal year, Strategic Wealth Advisors Group’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 4% high-yield corporate bonds, 4% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strategic Wealth Advisors Group?
Strategic Wealth Advisors Group’s direct owner is Timothy Sullivan (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Strategic Wealth Advisors Group get paid?
Strategic Wealth Advisors Group is paid through hourly charges, fixed fees and other compensation. 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 Wealth Advisors Group?
Strategic Wealth Advisors Group’s main office is at 8667 Hall Road, Utica, MI 48317. Its phone number is 586-203-2275. Its website is strategicwealthadvisorsgroup.com.