SourcingSourcing

STRATEGIC ADVISORY SERVICES, L.L.C.

A67
CRD 108706·SEC 801-113260·HOUSTON, TX
AUM
$184.9M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$555K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRATEGIC ADVISORY SERVICES, L.L.C.
CRD
108706
SEC file #
801-113260
EIN
—
DBA names
—

Economics

AUM
$184.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$110.3M → $184.9M▲ +68%
Client mix
Individuals Other156
Individuals High Net Worth51
Corporations1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
linkedin.com/company/strategic-advisory-services-l-p-(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GRBAC, RICHARD, ALLEN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GRBAC, RICHARD, ALLEN
GRBAC, SUE, BERSUDER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
228224
Trust Company Affiliate
No

People (4)

4
GRBAC, SUE, BERSUDER
IAR · Direct Owner · 62.5%
2487705
GRBAC, RICHARD, ALLEN
IAR · Direct Owner · 62.5%
228224
JOINER, JEREMY, BRANDON
IAR · Executive Officer · 2.5%
4969634
Donald Michael Wellings
IAR
6785796