S
Strategic Portfolio Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$70,494,641
This total excludes 21 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
69
25% 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
69
Very HighAverage account size
$1,021,661
About
Strategic Portfolio Advisors provides portfolio management and financial advisory services primarily to individual clients, and also maintains relationships with corporate and charitable organization clients. The firm charges advisory fees based on assets under management and does not hold custody of client assets, instead using an unaffiliated clearing firm for custody and execution.
As a solo independent adviser, the firm manages most client accounts on a primarily non‑discretionary basis, meaning it generally seeks client approval for transactions rather than exercising broad trading authority. Operationally, the firm emphasizes continuity and recordkeeping, including daily electronic backups, use of the clearing firm’s client access, and established regulatory reporting procedures.
The firm’s Business Continuity and Disaster Plan is detailed for a small RIA: it specifies approval and execution authority, requires notification to regulators within 24 hours and to clients within five business days in the event of a principal’s death or incapacitation, and identifies emergency contacts and alternate operating locations. Serving corporate and charitable clients while operating primarily non‑discretionarily as a single‑advisor practice is an uncommon combination among peers.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Options & derivatives strategies
Main office location
Strategic Portfolio Advisors
10161 Park Run Drive, Suite 150
Las Vegas NV 89145, United States
Number of offices
1
Most active in
Strategic Portfolio Advisors has reported serving >5 clients in these states in the last 12 months.
Nevada
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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