STRATEGIC GLOBAL ADVISORS, LLC
CRD #286019 SEC #801-108843 NEWPORT BEACH, CA 949-706-2640
SEC Registered
Total AUM
$2.5B
Discretionary
$2.5B
Employees
17
Clients
--
Accounts
32
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $2.5B | $2.5B | $0 | 17 | 3 |
| Mar 2025 | $2.5B | $2.5B | $0 | 17 | 3 |
| Nov 2024 | $2.8B | $2.8B | $0 | 22 | 3 |
| Mar 2024 | $2.8B | $2.8B | $0 | 22 | 3 |
| Jun 2023 | $3.2B | $3.2B | $0 | 23 | 3 |
| Mar 2023 | $3.2B | $3.2B | $0 | 23 | 3 |
| Mar 2022 | $4.4B | $4.4B | $0 | 29 | 3 |
| Mar 2021 | $5B | $5B | $0 | 27 | 3 |
| Jun 2020 | $5.1B | $5.1B | $0 | 27 | 3 |
| Mar 2020 | $5.1B | $5.1B | $0 | 27 | 3 |
| Mar 2019 | $3.9B | $3.9B | $0 | 26 | 3 |
| Jan 2019 | $4.1B | $4.1B | $0 | 25 | 3 |
| Oct 2018 | $4.1B | $4.1B | $0 | 25 | 3 |
| Aug 2018 | $4.1B | $4.1B | $0 | 25 | 3 |
| Mar 2018 | $4.1B | $4.1B | $0 | 25 | 3 |
| Mar 2017 | $3B | $3B | $0 | 21 | 26 |
| Dec 2016 | $3B | $3B | $0 | 21 | 26 |
| Dec 2016 | $3B | $3B | $0 | 21 | 26 |
DateJun 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees17
Clients3
DateMar 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees17
Clients3
DateNov 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees22
Clients3
DateMar 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees22
Clients3
DateJun 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees23
Clients3
DateMar 2023
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees23
Clients3
DateMar 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees29
Clients3
DateMar 2021
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees27
Clients3
DateJun 2020
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees27
Clients3
DateMar 2020
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees27
Clients3
DateMar 2019
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees26
Clients3
DateJan 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees25
Clients3
DateOct 2018
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees25
Clients3
DateAug 2018
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees25
Clients3
DateMar 2018
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees25
Clients3
DateMar 2017
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees21
Clients26
DateDec 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees21
Clients26
DateDec 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees21
Clients26