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STRATEGIC PORTFOLIO SOLUTIONS, LLC

B53
CRD 156374·SEC 801-131029·DALLAS, TX
AUM
$136.2M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$409K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRATEGIC PORTFOLIO SOLUTIONS, LLC
CRD
156374
SEC file #
801-131029
EIN
—
DBA names
—

Economics

AUM
$136.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$112.0M → $136.2M▲ +22%
Client mix
Individuals Other133
Individuals High Net Worth55

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
linkedin.com/in/rob-aikey-938a742(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AIKEY, ROBERT, ANDREW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
AIKEY, ROBERT, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2574224
Trust Company Affiliate
No

People (5)

5
AIKEY, ROBERT, ANDREW
IAR · Direct Owner · 87.5%
2574224
STEPHEN ROBERT JENKINS
IAR
4264149
KRISTEN N HILTY
IAR
3227861
CHARLES ASHLEY JOHNSON
IAR
5686669
NANCY A HETRICK
IAR
3228023