STRATEGIC INVESTMENT ADVISORS, LLC
CRD #135448 SEC #801-64681 SYLVANIA, OH 419-517-9100
SEC Registered
Total AUM
$101.7M
Discretionary
$62.9M
Employees
2
Clients
26
Accounts
369
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $101.7M | $62.9M | $38.8M | 2 | 0 |
| Mar 2018 | $212.9M | $136M | $76.9M | 3 | 0 |
| Jan 2018 | $190.7M | $122.9M | $67.8M | 2 | 400 |
| Jun 2017 | $190.7M | $122.9M | $67.8M | 3 | 400 |
| Mar 2017 | $190.7M | $122.9M | $67.8M | 3 | 400 |
| Dec 2016 | $172.3M | $109.9M | $62.4M | 3 | 400 |
| Mar 2016 | $172.3M | $109.9M | $62.4M | 3 | 400 |
| Mar 2016 | $172.3M | $109.9M | $62.4M | 3 | 400 |
| Mar 2015 | $174.1M | $113.7M | $60.5M | 4 | 400 |
| Oct 2014 | $153.7M | $98.5M | $55.1M | 4 | 300 |
| Mar 2014 | $153.7M | $98.5M | $55.1M | 4 | 300 |
| Mar 2014 | $124.8M | $75.9M | $48.8M | 5 | 300 |
| Jan 2014 | $124.8M | $75.9M | $48.8M | 5 | 300 |
| Aug 2013 | $124.8M | $75.9M | $48.8M | 5 | 300 |
| Mar 2013 | $124.8M | $75.9M | $48.8M | 5 | 300 |
| Jan 2013 | $98.6M | $60.6M | $37.9M | 5 | 300 |
| Jan 2013 | $98.6M | $60.6M | $37.9M | 5 | 300 |
| May 2012 | $98.6M | $60.6M | $37.9M | 1 | 300 |
| Mar 2012 | $98.6M | $60.6M | $37.9M | 1 | 300 |
| Mar 2012 | $98.6M | $60.6M | $37.9M | 1 | 300 |
| Mar 2011 | $94.2M | $56.8M | $37.4M | 5 | -- |
| Jul 2010 | $73.9M | $43.2M | $30.8M | 5 | -- |
| Mar 2010 | $73.9M | $43.2M | $30.8M | 5 | -- |
| Jan 2010 | $73.8M | $47.8M | $26M | 5 | -- |
| Apr 2009 | $73.8M | $47.8M | $26M | 5 | -- |
| Feb 2007 | $67.4M | $48.6M | $18.8M | 5 | -- |
| Dec 2006 | $32.7M | $32.4M | $340.8K | 5 | -- |
| Feb 2006 | $30.1M | $29.9M | $159.2K | 5 | -- |
| Sep 2005 | $0 | $0 | $0 | 10 | -- |
DateMar 2019
Total AUM$101.7M
Discretionary$62.9M
Non-Disc.$38.8M
Employees2
Clients0
DateMar 2018
Total AUM$212.9M
Discretionary$136M
Non-Disc.$76.9M
Employees3
Clients0
DateJan 2018
Total AUM$190.7M
Discretionary$122.9M
Non-Disc.$67.8M
Employees2
Clients400
DateJun 2017
Total AUM$190.7M
Discretionary$122.9M
Non-Disc.$67.8M
Employees3
Clients400
DateMar 2017
Total AUM$190.7M
Discretionary$122.9M
Non-Disc.$67.8M
Employees3
Clients400
DateDec 2016
Total AUM$172.3M
Discretionary$109.9M
Non-Disc.$62.4M
Employees3
Clients400
DateMar 2016
Total AUM$172.3M
Discretionary$109.9M
Non-Disc.$62.4M
Employees3
Clients400
DateMar 2016
Total AUM$172.3M
Discretionary$109.9M
Non-Disc.$62.4M
Employees3
Clients400
DateMar 2015
Total AUM$174.1M
Discretionary$113.7M
Non-Disc.$60.5M
Employees4
Clients400
DateOct 2014
Total AUM$153.7M
Discretionary$98.5M
Non-Disc.$55.1M
Employees4
Clients300
DateMar 2014
Total AUM$153.7M
Discretionary$98.5M
Non-Disc.$55.1M
Employees4
Clients300
DateMar 2014
Total AUM$124.8M
Discretionary$75.9M
Non-Disc.$48.8M
Employees5
Clients300
DateJan 2014
Total AUM$124.8M
Discretionary$75.9M
Non-Disc.$48.8M
Employees5
Clients300
DateAug 2013
Total AUM$124.8M
Discretionary$75.9M
Non-Disc.$48.8M
Employees5
Clients300
DateMar 2013
Total AUM$124.8M
Discretionary$75.9M
Non-Disc.$48.8M
Employees5
Clients300
DateJan 2013
Total AUM$98.6M
Discretionary$60.6M
Non-Disc.$37.9M
Employees5
Clients300
DateJan 2013
Total AUM$98.6M
Discretionary$60.6M
Non-Disc.$37.9M
Employees5
Clients300
DateMay 2012
Total AUM$98.6M
Discretionary$60.6M
Non-Disc.$37.9M
Employees1
Clients300
DateMar 2012
Total AUM$98.6M
Discretionary$60.6M
Non-Disc.$37.9M
Employees1
Clients300
DateMar 2012
Total AUM$98.6M
Discretionary$60.6M
Non-Disc.$37.9M
Employees1
Clients300
DateMar 2011
Total AUM$94.2M
Discretionary$56.8M
Non-Disc.$37.4M
Employees5
Clients--
DateJul 2010
Total AUM$73.9M
Discretionary$43.2M
Non-Disc.$30.8M
Employees5
Clients--
DateMar 2010
Total AUM$73.9M
Discretionary$43.2M
Non-Disc.$30.8M
Employees5
Clients--
DateJan 2010
Total AUM$73.8M
Discretionary$47.8M
Non-Disc.$26M
Employees5
Clients--
DateApr 2009
Total AUM$73.8M
Discretionary$47.8M
Non-Disc.$26M
Employees5
Clients--
DateFeb 2007
Total AUM$67.4M
Discretionary$48.6M
Non-Disc.$18.8M
Employees5
Clients--
DateDec 2006
Total AUM$32.7M
Discretionary$32.4M
Non-Disc.$340.8K
Employees5
Clients--
DateFeb 2006
Total AUM$30.1M
Discretionary$29.9M
Non-Disc.$159.2K
Employees5
Clients--
DateSep 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--