Strategic Retirement Advisors, LLC
● SEC registered since 2019CRD 142887SEC# 801-114888Elk Grove, CA
Reg. AUM
$216.9M
Employees
2
Accounts
945
Location
Elk Grove, CA
Strategic Retirement Advisors, LLC assets under management
Strategic Retirement Advisors, LLC is a registered investment adviser overseen by the SEC based in Elk Grove, CA. The firm has been registered since 2019. It reports $216.9 million in regulatory assets under management and employs 2 people.
Strategic Retirement Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Gerald Mick Control | Chief Compliance Officer | 50-75% | 2007 |
| Jeffrey Elvis Miller Control | Managing Member | 50-75% | 2007 |
Frequently asked questions
How much does Strategic Retirement Advisors, LLC manage?
Strategic Retirement Advisors, LLC reports $216.9 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Retirement Advisors, LLC have?
Strategic Retirement Advisors, LLC reports 2 employees.
Where is Strategic Retirement Advisors, LLC located?
Strategic Retirement Advisors, LLC is based in Elk Grove, CA and has been SEC-registered since 2019.
Does Strategic Retirement Advisors, LLC disclose fund performance?
Strategic Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9245 Laguna Springs Drive, Suite 200, Elk Grove, CA 95758 |
| Phone | 916-248-3619 |
| Fax | 888-640-0739 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$216.9M▲ 1%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$216.9Mregulatory AUM
Discretionary $144MNon-discretionary $72.9M