Strategic Portfolio Solutions, LLC
● SEC registered since 2024CRD 156374SEC# 801-131029Dallas, TX
Reg. AUM
$136.2M
Employees
5
Accounts
393
Location
Dallas, TX
Strategic Portfolio Solutions, LLC assets under management
Strategic Portfolio Solutions, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2024. It reports $136.2 million in regulatory assets under management and employs 5 people.
Strategic Portfolio Solutions, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Andrew Aikey Control | Managing Member & Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Strategic Portfolio Solutions, LLC manage?
Strategic Portfolio Solutions, LLC reports $136.2 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Portfolio Solutions, LLC have?
Strategic Portfolio Solutions, LLC reports 5 employees.
Where is Strategic Portfolio Solutions, LLC located?
Strategic Portfolio Solutions, LLC is based in Dallas, TX and has been SEC-registered since 2024.
Does Strategic Portfolio Solutions, LLC disclose fund performance?
Strategic Portfolio Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17304 Preston Road, Suite 125, Dallas, TX 75252 |
| Phone | (214) 446-4910 |
| Office hours | 8:00a.m.- 4:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$136.2M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$136.2Mregulatory AUM
Discretionary $131.8MNon-discretionary $4.4M