Wealth manager, independent · Utica, MI
Strategic Wealth Advisors Group, Inc.
SEC-registered investment adviser · CRD 285863 · SEC 801-130149
At a glance
Strategic Wealth Advisors Group, Inc. is an SEC-registered investment adviser based in Utica, Michigan, with $207 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is individuals, and it reports 544 individual clients. By Form ADV it is a wealth manager, ranked 5,704th of 8,915 wealth managers and 12,081st of 17,210 SEC-registered advisers by assets.
Main office 586-203-2275strategicwealthadvisorsgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $207M
- Rank among wealth managers
- #5,704 of 8,915
- Rank among all SEC RIAs
- #12,081 of 17,210
- Rank in Michigan
- #220 of 305
- Individual clients
- 544
- High-net-worth clients
- 73
- Accounts
- 1,270
- Discretionary
- 100% of AUM
- Employees
- 13
- Advisory staff
- 6
- Offices
- 2
Owners and executives on its Form ADV
- Timothy S. SullivanPresident / Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 471 | $116M | 56% |
| High-net-worth individuals | 73 | $90M | 44% |
Disciplinary disclosures
Strategic Wealth Advisors Group, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗strategicwealthadvisorsgroup.com ↗
AtlasMembers
The full record on Strategic Wealth Advisors Group, 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, 2 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 6,035 peers of its type and size
- Locked
- 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 Wealth Advisors Group, Inc. manage?
Strategic Wealth Advisors Group, Inc. reports $207 million in regulatory assets under management across 1,270 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Strategic Wealth Advisors Group, Inc.?
Strategic Wealth Advisors Group, 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 Wealth Advisors Group, Inc.’s clients?
By assets, its largest client types are individuals ($116 million, 471 clients); high-net-worth individuals ($90 million, 73 clients).
Does Strategic Wealth Advisors Group, Inc. have any disciplinary history?
Strategic Wealth Advisors Group, 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 Wealth Advisors Group, 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 (2026-03-30), 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 →