Strategic Asset Management Group Advisors

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Client assets under management

$412,826,732

Clients

124

53% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$3,329,248

About

Strategic Asset Management Group Advisors is a registered investment adviser that provides portfolio management and advisory services to individuals and institutional clients, with a substantial proportion of its business focused on high‑net‑worth households; it reports roughly $416 million in assets under management across about 124 client relationships. The firm offers a firm‑sponsored wrap‑fee program, selection and monitoring of third‑party advisers, and both discretionary and non‑discretionary portfolio management tailored to individual investment objectives.

In the wrap‑fee program—administered through Lincoln Investment with custody at Pershing, LLC—SAMGA assists clients in developing an investment policy statement, selecting a portfolio manager or third‑party adviser, and coordinating account opening, reporting, and ongoing review; the selected portfolio manager typically manages accounts on a discretionary basis. The firm employs a blend of methods, including fundamental, technical, and cyclical analysis, and reviews TPA performance and client circumstances periodically while providing advice on matters such as IRA rollovers under fiduciary standards.

What is distinctive about the firm relative to peers is its role as a wrap‑fee program sponsor—a structure relatively uncommon among supported firms—and its operational ties to Lincoln Investment and Pershing, which shape custody, execution, and reporting arrangements. The firm also discloses fee‑sharing and referral relationships with third‑party managers, the potential for affiliated representatives to earn commission income in non‑advisory capacities, and practices intended to address conflicts (for example, refunding 12b‑1 fees to client accounts); combined with three advisers managing a large AUM base, these factors inform its governance and client‑service model.

Client services

Portfolio management Selection of other advisers

Expertise

Active portfolio management

Fee options

Percentage

$1,000,000 - $2,500,000: 1.50% annually $2,500,001+: Negotiable

Other

Account minimum: $1,000,000

Main office location

Strategic Asset Management Group Advisors

2000 North Federal Highway, Suite 202

Pompano Beach FL 33062, United States

Number of offices

Most active in

California · Florida · Georgia · Louisiana · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 954-473-1110

Advisors at this firm

Robert O

Series 63

Ft. Lauderdale, FL

Strategic Asset Management Group Advisors

Robert Oden is a financial advisor with Strategic Asset Management Group Advisors, holding a Series 63 designation and over 40 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Strategic Asset Management Group Advisors since 2005. Outside of his advisory work, he is involved in real estate investment. Strategic Asset Management Group Advisors provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as institutional clients such as trusts, estates, and pension plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering both discretionary wrap-fee and non-discretionary advisory services.

Active portfolio management

Andrew O

Series 66

Pompano Beach, FL

Strategic Asset Management Group Advisors

Andrew Oden is a financial advisor at Strategic Asset Management Group Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Strategic Asset Management Group Advisors since 2013. Outside of his advisory role, he is a member of 556 Holdings, LLC and serves as vice president of SAM Operations, LLC, a holding company managing business-related expenses. Strategic Asset Management Group Advisors provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as institutional clients such as trusts, estates, and pension plans. The firm employs a blend of fundamental, technical, charting, and cyclical analysis, focusing on long-term management while allowing for short-term trading when appropriate.

Active portfolio management

Jacob I

Series 66

Pompano Beach, FL

Strategic Asset Management Group Advisors

Jacob Ivey is a financial advisor with Strategic Asset Management Group Advisors in Pompano Beach, FL. He holds a Series 66 designation and has 12 years of industry experience. He has been with Strategic Asset Management Group Advisors since 2013 and is also affiliated with Lincoln Investment Planning. Strategic Asset Management Group Advisors provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as institutional clients such as trusts, estates, and pension plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, focusing primarily on long-term management while allowing for short-term trading when appropriate.

Active portfolio management

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