Wealth manager, independent · Orland Park, IL
Strategic Investment Solutions, Inc.
SEC-registered investment adviser · CRD 143128 · SEC 801-67584
At a glance
Strategic Investment Solutions, Inc. is an SEC-registered investment adviser based in Orland Park, Illinois, with $830 million in regulatory assets under management as of its Form ADV filed February 16, 2026. Its largest client group by assets is individuals, and it reports 2,600 individual clients. By Form ADV it is a wealth manager, ranked 1,845th of 8,915 wealth managers and 5,969th of 17,210 SEC-registered advisers by assets.
Main office 708-645-8820sisfp.comAs filed on Form ADV
- Regulatory AUM
- $830M
- Rank among wealth managers
- #1,845 of 8,915
- Rank among all SEC RIAs
- #5,969 of 17,210
- Rank in Illinois
- #281 of 684
- Individual clients
- 2,600
- High-net-worth clients
- 154
- Accounts
- 3,631
- Discretionary
- 100% of AUM
- Employees
- 14
- Advisory staff
- 9
- Offices
- 4
Owners and executives on its Form ADV
- Douglas J. StepanskyCCO
- Ayman SaidiPresident
Custody and brokerage
Custodian
Strategic Investment Solutions, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Strategic Investment Solutions, Inc. is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 2,446 | $440M | 53% |
| High-net-worth individuals | 154 | $306M | 37% |
| Other | 95 | $85M | 10% |
Disciplinary disclosures
Strategic Investment Solutions, Inc. 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
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗sisfp.com ↗
AtlasMembers
The full record on Strategic Investment Solutions, Inc.
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, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 4,019 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Strategic Investment Solutions, Inc. manage?
Strategic Investment Solutions, Inc. reports $830 million in regulatory assets under management across 3,631 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 16, 2026.
What kind of firm is Strategic Investment Solutions, Inc.?
Strategic Investment Solutions, Inc. 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 Investment Solutions, Inc.’s clients?
By assets, its largest client types are individuals ($440 million, 2,446 clients); high-net-worth individuals ($306 million, 154 clients); other ($85 million, 95 clients).
Does Strategic Investment Solutions, Inc. have any disciplinary history?
Strategic Investment Solutions, Inc. 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 Investment Solutions, Inc.’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 (2026-02-16), 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 →