STRATEGIC ADVISORY SERVICES, L.L.C.
CRD #108706 SEC #801-113260 HOUSTON, TX 713-977-3800
SEC Registered
Total AUM
$168.3M
Discretionary
$168.3M
Employees
6
Clients
101
Accounts
404
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $168.3M | $168.3M | $0 | 6 | 0 |
| Feb 2025 | $168.3M | $168.3M | $0 | 6 | 0 |
| Feb 2024 | $151.2M | $151.2M | $0 | 3 | 0 |
| Nov 2023 | $137M | $137M | $0 | 3 | 0 |
| Sep 2023 | $137M | $137M | $0 | 3 | 0 |
| Mar 2023 | $137M | $137M | $0 | 3 | 0 |
| Dec 2022 | $152.9M | $152.9M | $0 | 3 | 0 |
| Dec 2022 | $152.9M | $152.9M | $0 | 4 | 0 |
| Mar 2022 | $152.9M | $152.9M | $0 | 5 | 0 |
| Oct 2021 | $130.8M | $130.8M | $0 | 5 | 0 |
| Oct 2021 | $130.8M | $130.8M | $0 | 5 | 0 |
| Mar 2021 | $130.8M | $130.8M | $0 | 5 | 0 |
| Oct 2020 | $124.1M | $124M | $144.8K | 5 | 0 |
| Jun 2020 | $124.1M | $124M | $144.8K | 5 | 0 |
| Mar 2020 | $124.1M | $124M | $144.8K | 5 | 0 |
| May 2019 | $110.3M | $109.6M | $701.3K | 5 | 0 |
| Mar 2019 | $110.3M | $109.6M | $701.3K | 5 | 0 |
| Apr 2018 | $118.2M | $118.2M | $0 | 4 | 0 |
| Jun 2012 | $84.7M | $0 | $84.7M | 1 | 200 |
| Jun 2012 | $84.7M | $0 | $84.7M | 1 | 200 |
| Jun 2012 | $84.7M | $0 | $84.7M | 1 | 200 |
| Apr 2012 | $84.7M | $0 | $84.7M | 1 | 200 |
| Mar 2012 | $84.7M | $0 | $84.7M | 1 | 200 |
| Mar 2011 | $89.3M | $89.3M | $0 | 5 | -- |
| Sep 2009 | $60.7M | $60.7M | $0 | 5 | -- |
| Jul 2009 | $60.7M | $60.7M | $0 | 5 | -- |
| Jan 2008 | $94M | $94M | $0 | 5 | -- |
| Jan 2007 | $95.6M | $95.6M | $0 | 5 | -- |
| Jan 2006 | $88.4M | $88.4M | $0 | 5 | -- |
| Dec 2005 | $85.9M | $85.9M | $0 | 5 | -- |
| Feb 2005 | $85.9M | $85.9M | $0 | 5 | -- |
| Jul 2004 | $77.8M | $77.8M | $0 | 5 | -- |
| Jul 2004 | $77.8M | $77.8M | $0 | 5 | -- |
DateDec 2025
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$124.1M
Discretionary$124M
Non-Disc.$144.8K
Employees5
Clients0
DateJun 2020
Total AUM$124.1M
Discretionary$124M
Non-Disc.$144.8K
Employees5
Clients0
DateMar 2020
Total AUM$124.1M
Discretionary$124M
Non-Disc.$144.8K
Employees5
Clients0
DateMay 2019
Total AUM$110.3M
Discretionary$109.6M
Non-Disc.$701.3K
Employees5
Clients0
DateMar 2019
Total AUM$110.3M
Discretionary$109.6M
Non-Disc.$701.3K
Employees5
Clients0
DateApr 2018
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2012
Total AUM$84.7M
Discretionary$0
Non-Disc.$84.7M
Employees1
Clients200
DateJun 2012
Total AUM$84.7M
Discretionary$0
Non-Disc.$84.7M
Employees1
Clients200
DateJun 2012
Total AUM$84.7M
Discretionary$0
Non-Disc.$84.7M
Employees1
Clients200
DateApr 2012
Total AUM$84.7M
Discretionary$0
Non-Disc.$84.7M
Employees1
Clients200
DateMar 2012
Total AUM$84.7M
Discretionary$0
Non-Disc.$84.7M
Employees1
Clients200
DateMar 2011
Total AUM$89.3M
Discretionary$89.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$95.6M
Discretionary$95.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$88.4M
Discretionary$88.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$85.9M
Discretionary$85.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$85.9M
Discretionary$85.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$77.8M
Discretionary$77.8M
Non-Disc.$0
Employees5
Clients--