Strategic Advisory Services, L.L.C.
● SEC registered since 2018CRD 108706SEC# 801-113260Houston, TX
Reg. AUM
$184.9M
Employees
5
Accounts
412
Location
Houston, TX
Strategic Advisory Services, L.L.C. assets under management
Strategic Advisory Services, L.L.C. operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2018. It reports $184.9 million in regulatory assets under management and employs 5 people.
Strategic Advisory Services, L.L.C. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Brandon Joiner Control | Chief Compliance Officer/Vice President | Under 5% | 2020 |
| Richard Allen Grbac Control | Managing Member/President | 50-75% | 2004 |
| Sue Bersuder Grbac Control | Member/Secretery/Treasurer | 50-75% | 2016 |
Frequently asked questions
How much does Strategic Advisory Services, L.L.C. manage?
Strategic Advisory Services, L.L.C. reports $184.9 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Advisory Services, L.L.C. have?
Strategic Advisory Services, L.L.C. reports 5 employees.
Where is Strategic Advisory Services, L.L.C. located?
Strategic Advisory Services, L.L.C. is based in Houston, TX and has been SEC-registered since 2018.
Does Strategic Advisory Services, L.L.C. disclose fund performance?
Strategic Advisory Services, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2925 Briarpark Dr., Suite 720, Houston, TX 77042 |
| Phone | 713-977-3800 |
| Fax | 713-977-2728 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$184.9M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$184.9Mregulatory AUM
Discretionary $184.9M