STRATEGIC ADVISORY SERVICES, LLC

CRD

287984

SEC file #

801-123188

EIN

—

DBA names

Strategic Advisory Services

Economics

AUM

$201.2M

AUM band

$100M-$500M

AUM trajectory

'23 · $101.8M

'25 · $211.7M

'26 · $201.2M

'23'26

$101.8M → $201.2M▲ +98%

sec adv history

Client mix

Individuals Other	213
Individuals High Net Worth	39
Charitable Organizations	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'23 · 10 advisors

'25 · 10 advisors

'26 · 8 advisors

'23'26

10 advisors → 8 advisors▼ -20%

sec adv history

Primary office

MEMPHIS TN

Branches

—

Custodian & Brokerage

Primary custodian

LPL Financiallow confidence

adv brochure

Services offered

Portfolio mgmt — individualsSelection of other advisersOther Advisory Services

Fee basis

% of AUM

Filings

Latest ADV filing

04/06/2026

ADV-W filed at

—

Website

saswealthadvisors.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

WALKER, JAMES, MCGEE

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

WALKER, JAMES, MCGEE

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SASWEALTHADVISORS.COM

Rdap Domain Creation Date

2022-08-22T10:37:03Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0000316300

Edgar Registered

Yes

Edgar Filing Count

1,000

Edgar First Filing Date

2007-05-11

Edgar Last Filing Date

2019-04-30

Edgar Form D Count

Edgar Form D Offerings

2017-03-292017-03-29 · 0001209191-17-023450

2015-09-112015-09-11 · 0000316300-15-000034

Edgar Xbrl Assets Latest

Value Usd1,032,693,000

Fiscal Year End2018-12-31

Edgar Xbrl Revenue Latest

Value Usd106,861,000

Fiscal Year End2018-12-31

ConceptRevenues

Edgar Sic Description

Crude Petroleum & Natural Gas

Edgar Former Names

MINERAL DEVELOPMENT INC

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4578

Soi Zip Pct 200k Plus

0.2518

Soi Zip Returns 200k Plus

1,760

Soi Zip Total AGI

2,124,581

Fdic Zip Total Deposits

29,841,899,000

Fdic Zip Branch Count

234

Fdic Zip Top Banks

Pinnacle Bank

Financial Federal Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (28)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Lpl Financial	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

12377 MERIT DRSUITE 1700DALLAS, TX 75251

Business

12377 MERIT DRSUITE 1700DALLAS, TX 75251

Edgar EIN

741492779

Edgar Recent Filings

10-K/A2019-04-30 · 0000316300-19-000005

10-K2019-03-18 · 0000316300-19-000002

Edgar Sic

1311

Fdic Zip Branches Raw

Financial Federal Savings BankMemphis, TN

Fdic Zip HHI

1321.32

Fdic Zip Top Bank Share Pct

23.82

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-08-22T10:37:03Z

Rdap Domain Last Changed

2025-11-06T21:35:22Z

Rdap Nameservers

Ns29.domaincontrol.comNs30.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	14,749
Returns	1,270

Stub 2

AGI	37,630
Returns	990

Stub 3

AGI	58,434
Returns	940

Soi Zip Total Business Income

111,806

Soi Zip Total Cap Gains

427,184

Soi Zip Total Dividends

106,116

Soi Zip Total Returns

6,990

Top Owner CRD

1108895

Trust Company Affiliate