Strategic Investment Advisors, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$76,917,690
Total clients
301
4% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
301
Average account size
$255,540
About
Strategic Investment Advisors, Ltd. is an independent registered investment adviser that provides discretionary portfolio management and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses. The firm also delivers employee benefit retirement plan services, participant education, and consulting for pension and profit‑sharing plans.
The firm’s investment approach is grounded in Modern Portfolio Theory and a long‑term, buy‑and‑hold orientation, emphasizing diversified, passively managed asset‑class mutual funds (including frequent use of Dimensional Fund Advisors funds) and written investment policy statements. Strategic uses Monte Carlo analysis to inform asset allocation, employs model portfolios, and relies on a sub‑adviser relationship with Focus Partners Advisor Solutions for certain model allocations and third‑party fixed‑income management while retaining discretion over rebalancing and client‑specific restrictions.
Compared with typical solo independent advisers, Strategic manages roughly $76 million for about 301 clients, a notably high client count per advisor, and it maintains relationships with institutional and charitable plan clients—including pension consulting and participant education—that are less common for firms of this size. The brochure also discloses an affiliation with a certified public accounting firm and the use of third‑party platforms (including Schwab and Focus Partners) to support back‑office, reporting, and sub‑advisory services, enabling the firm to coordinate advisory and accounting-related services for clients.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Passive / index investing
General retirement planning
College savings (529s, UTMA, etc.)
General tax planning
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.60% annually $5,000,001 - $6,000,000: 0.50% annually $6,000,001+: 0.40% annually
Account minimum: $100,000
Main office location
Strategic Investment Advisors, Ltd.
364 S Broadview
Cape Girardeau MO 63703, United States
Number of offices
1
Most active in
Strategic Investment Advisors, Ltd. has reported serving >5 clients in these states in the last 12 months.
Illinois · Indiana · Missouri · 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")