S
Strategic Income Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,000,000
Clients
95
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
95
Very HighAverage account size
$421,053
About
Strategic Income Advisors provides discretionary investment management to individual clients and other financial professionals, generally onboarding accounts through prior relationships and referrals. The firm focuses on portfolio management using mutual funds and manages client assets within their chosen brokerage or retirement accounts without serving as custodian.
The advisor implements a proprietary market-timing strategy that combines sentiment, trend, seasonal, and momentum signals to determine a daily position in the Nasdaq-100—long, inverse, or cash. Portfolios are implemented primarily with leveraged and inverse mutual funds, with relatively frequent trading and short holding periods, and the model is applied consistently across client accounts rather than tailored to individual restrictions.
Noteworthy aspects include the explicit reliance on daily market timing and the ability to concentrate an account in a single mutual fund, rather than pursuing diversified, individualized security selection. The principal also conducts insurance agent activities and the firm discloses receipt of shareholder-servicing (12b-1) payments from a mutual fund provider it commonly uses, which the brochure identifies as a potential conflict of interest.
Client services
Portfolio management
Selection of other advisers
Market timing
Expertise
Active portfolio management
Occupation focus
Financial Professional
Fee options
$0 - $500,000: 2.5% annually $500,001 - $1,000,000: 2.0% annually $1,000,001+: 1.5% annually
Account minimum: $50,000 (may be waived by the investment advisor) Fee-only: Investment advisory fees only; no commissions on advisory services
Most active in
Strategic Income Advisors has reported serving >5 clients in these states in the last 12 months.
California · Minnesota · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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