Wealth manager, wrap-program sponsor · Memphis, TN
Strategic Advisory Services
Strategic Advisory Services, LLC · SEC-registered investment adviser · CRD 287984 · SEC 801-123188
At a glance
Strategic Advisory Services is an SEC-registered investment adviser based in Memphis, Tennessee, with $201 million in regulatory assets under management as of its Form ADV filed August 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 252 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 5,785th of 8,915 wealth managers and 12,201st of 17,210 SEC-registered advisers by assets.
Main office 901-751-2025saswealthadvisors.comAs filed on Form ADV
- Regulatory AUM
- $201M
- Rank among wealth managers
- #5,785 of 8,915
- Rank among all SEC RIAs
- #12,201 of 17,210
- Rank in Tennessee
- #164 of 227
- Individual clients
- 252
- High-net-worth clients
- 39
- Accounts
- 464
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 8
- Offices
- 3
Owners and executives on its Form ADV
- James M. WalkerPresident, Chief Compliance Officer, Managing Member
Custody and brokerage
Broker-dealer
Hybrid RIA
Strategic Advisory Services is a hybrid RIA: 8 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed April 2026) names LPL Financial as the broker-dealer its advisers are registered with.
IAR’s of SAS are also registered representatives of LPL and may recommend LPL for securities transactions.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 39 | $111M | 55% |
| Individuals | 213 | $75M | 37% |
| Charitable organizations | 2 | $16M | 8% |
Disciplinary disclosures
Strategic Advisory Services reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗saswealthadvisors.com ↗
AtlasMembers
The full record on Strategic Advisory Services
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 5,974 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Strategic Advisory Services manage?
Strategic Advisory Services reports $201 million in regulatory assets under management across 464 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 27, 2026.
What kind of firm is Strategic Advisory Services?
Strategic Advisory Services is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Strategic Advisory Services’s clients?
By assets, its largest client types are high-net-worth individuals ($111 million, 39 clients); individuals ($75 million, 213 clients); charitable organizations ($16 million, 2 clients).
Does Strategic Advisory Services have any disciplinary history?
Strategic Advisory Services reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Strategic Advisory Services’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →