Fee-only adviser · Houston, TX
Strategic Advisory Services, L.L.C.
Strategic Advisory Services, L.L.C. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Houston, Texas. On its latest Form ADV, filed March 3, 2026, it reports $185M in regulatory assets under management, 207 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 108706 · SEC file 801-113260 |
| Office | 2925 Briarpark DR. Suite 720 Houston, TX 77042 |
| Phone | (713) 977-3800 |
| Website | www.askstrategicadvisory.com |
| Regulatory assets under management | $185M |
| Individual clients | 156 non-high-net-worth, 51 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Houston
- Symphony Financial, Ltd. Co. $1.4B
- Corda Investment Management, LLC $2.0B
- Financial Synergies $1.8B
- Adell Harriman & Carpenter $2.1B
- Willis Johnson Wealth $1.9B
- Saxon Financial Group $679M
See all 157 fee-only advisers in Houston →
Nearby
- Bellaire 3 firms
- Stafford 1 firm
- Richmond 1 firm
- Sugar Land 11 firms
- Pearland 2 firms
- Missouri City 1 firm
- Spring 3 firms
- Katy 5 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Strategic Advisory Services, L.L.C.? Update this listing.