STRATEGIC INVESTMENT ADVISORS, LLC
Adviser information for STRATEGIC INVESTMENT ADVISORS, LLC last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 10 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 7,227 | $947.1M |
| Non-Discretionary | 0 | $0 |
| Total | 7,227 | $947.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 686 | $318.1M |
| HNW Individuals | 312 | $611.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 1 | $12.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $4.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
38695 W. SEVEN MILE ROADSUITE 125
LIVONIA
MI
United States
Monday - Friday, BY APPOINTMENT STARTING 10AM EST
Tel: 248-567-6688, Fax: 248-327-0845
Chief Compliance Officer
HEATHER LYON
38695 W. SEVEN MILE ROAD
SUITE 125
LIVONIA
MI
United States
Tel:
248-240-9200
Fax:
248-327-0845
H****@*************************M
(Full email address available in API data)
Regulatory Contact
JESSICA CASSIDY
DIRECTOR OF OPERATIONS
38695 W. SEVEN MILE ROAD
SUITE 125
LIVONIA
MI
United States
Tel:
248-567-6688
Fax:
248-327-0845
J*******@*************************M
(Full email address available in API data)
Industry Affiliates
| SENIOR PLANNING ADVISORS, LLC | Insurance company or agency |
| YASKE & ASSOCIATES, PLLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CASSIDY, KIRK, MELBOURNE | Individual | – | PRESIDENT | 03/2007 | < 5% |
| CASSIDY AND ASSOCIATES INC. | Domestic Entity | – | MEMBER | 12/2021 | > 75% |
| ADVISOR SUPPORT NETWORK, LLC | Domestic Entity | – | MEMBER | 12/2021 | 10-25% |
| ADVISORS EXCEL HOLDINGS, LLC | Domestic Entity | ADVISOR SUPPORT NETWORK, LLC | MEMBER | 12/2021 | > 75% |
| ONEAE, LLC | Domestic Entity | ADVISORS EXCEL HOLDINGS, LLC | MEMBER | 12/2021 | > 75% |
| DDC HOLDINGS, LLC | Domestic Entity | ONEAE, LLC | MEMBER | 12/2021 | > 75% |
| CASSIDY, KIRK, MELBOURNE | Individual | CASSIDY AND ASSOCIATES INC. | PRESIDENT | 12/2021 | > 75% |
| FOSTER, CODY, GRANT | Individual | DDC HOLDINGS, LLC | MEMBER | 12/2021 | 50-75% |
| CALLANAN, DAVID, JAMES | Individual | DDC HOLDINGS, LLC | MEMBER | 12/2021 | 50-75% |
| LYON, HEATHER, LYNN | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ARCH CAP GROUP LTD | ORD | 1M | 10K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 411K | 1K | – |
| EVEREST GROUP LTD | COM | 1M | 3K | – |
| JOHNSON CTLS INTL PLC | SHS | 359K | 5K | – |
| LINDE PLC | SHS | 980K | 2K | – |
| MEDTRONIC PLC | SHS | 295K | 4K | – |
| STELLANTIS N.V | SHS | 646K | 33K | – |
| ROYAL CARIBBEAN GROUP | COM | 356K | 2K | – |
| AFLAC INC | COM | 2M | 18K | – |
| ABBOTT LABS | COM | 815K | 8K | – |
| ABBVIE INC | COM | 2M | 10K | – |
| ADOBE INC | COM | 896K | 2K | – |
| ADVANCED MICRO DEVICES INC | COM | 304K | 2K | – |
| ALLSTATE CORP | COM | 228K | 1K | – |
| ALPHABET INC | CAP STK CL C | 557K | 3K | – |
| ALPHABET INC | CAP STK CL A | 9M | 51K | – |
| ALTRIA GROUP INC | COM | 2M | 54K | – |
| AMAZON COM INC | COM | 9M | 45K | – |
| AMERICAN EXPRESS CO | COM | 1M | 6K | – |
| AMETEK INC | COM | 556K | 3K | – |
| AMGEN INC | COM | 3M | 9K | – |
| APPLE INC | COM | 18M | 86K | – |
| APPLIED MATLS INC | COM | 1M | 5K | – |
| ARCHER DANIELS MIDLAND CO | COM | 208K | 3K | – |
| ARISTA NETWORKS INC | COM | 380K | 1K | – |
| ATMOS ENERGY CORP | COM | 414K | 4K | – |
| BANK AMERICA CORP | COM | 1M | 26K | – |
| BANK NEW YORK MELLON CORP | COM | 810K | 14K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 612K | 1 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 5K | – |
| BOSTON SCIENTIFIC CORP | COM | 1M | 14K | – |
| BROADCOM INC | COM | 8M | 5K | – |
| BUILDERS FIRSTSOURCE INC | COM | 3M | 20K | – |
| THE CIGNA GROUP | COM | 2M | 6K | – |
| CVS HEALTH CORP | COM | 501K | 8K | – |
| CADENCE DESIGN SYSTEM INC | COM | 3M | 8K | – |
| CATERPILLAR INC | COM | 1M | 4K | – |
| CENTERPOINT ENERGY INC | COM | 434K | 14K | – |
| CHEVRON CORP NEW | COM | 253K | 2K | – |
| CISCO SYS INC | COM | 963K | 20K | – |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 934K | 14K | – |
| COMCAST CORP NEW | CL A | 2M | 62K | – |
| CONOCOPHILLIPS | COM | 228K | 2K | – |
| CONSOLIDATED EDISON INC | COM | 1M | 15K | – |
| CONSTELLATION BRANDS INC | CL A | 318K | 1K | – |
| COSTCO WHSL CORP NEW | COM | 924K | 1K | – |
| CROWDSTRIKE HLDGS INC | CL A | 907K | 2K | – |
| DTE ENERGY CO | COM | 1M | 9K | – |
| DT MIDSTREAM INC | COMMON STOCK | 247K | 3K | – |
| DANAHER CORPORATION | COM | 389K | 2K | – |
| DEERE & CO | COM | 457K | 1K | – |
| DELL TECHNOLOGIES INC | CL C | 2M | 13K | – |
| DELTA AIR LINES INC DEL | COM NEW | 654K | 14K | – |
| DIAMONDBACK ENERGY INC | COM | 1M | 7K | – |
| DUKE ENERGY CORP NEW | COM NEW | 360K | 4K | – |
| EOG RES INC | COM | 644K | 5K | – |
| EXPEDITORS INTL WASH INC | COM | 1M | 8K | – |
| EXXON MOBIL CORP | COM | 2M | 17K | – |
| META PLATFORMS INC | CL A | 7M | 14K | – |
| FEDEX CORP | COM | 2M | 7K | – |
| FORD MTR CO DEL | COM | 770K | 61K | – |
| GAMING & LEISURE PPTYS INC | COM | 316K | 7K | – |
| GENERAL DYNAMICS CORP | COM | 451K | 2K | – |
| GE AEROSPACE | COM NEW | 1M | 7K | – |
| GENERAL MLS INC | COM | 863K | 14K | – |
| GILEAD SCIENCES INC | COM | 4M | 56K | – |
| GRAPHIC PACKAGING HLDG CO | COM | 494K | 19K | – |
| HOME DEPOT INC | COM | 218K | 634 | – |
| HUNTINGTON INGALLS INDS INC | COM | 407K | 2K | – |
| INGERSOLL RAND INC | COM | 396K | 4K | – |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 883K | 7K | – |
| INTERPUBLIC GROUP COS INC | COM | 234K | 8K | – |
| INVESCO QQQ TR | UNIT SER 1 | 222K | 463 | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 687K | 11K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 615K | 4K | – |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | 545K | 10K | – |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 11M | 511K | – |
| IQVIA HLDGS INC | COM | 636K | 3K | – |
| IRON MTN INC DEL | COM | 935K | 10K | – |
| ISHARES INC | MSCI CDA ETF | 3M | 86K | – |
| ISHARES TR | TIPS BD ETF | 13M | 126K | – |
| ISHARES TR | CORE S&P500 ETF | 1M | 2K | – |
| ISHARES TR | MSCI EMG MKT ETF | 272K | 6K | – |
| ISHARES TR | IBOXX INV CP ETF | 2M | 22K | – |
| ISHARES TR | 1 3 YR TREAS BD | 43M | 522K | – |
| ISHARES TR | MSCI EAFE ETF | 1M | 17K | – |
| ISHARES TR | RUS 1000 ETF | 5M | 16K | – |
| ISHARES TR | JPMORGAN USD EMG | 11M | 121K | – |
| ISHARES TR | NATIONAL MUN ETF | 741K | 7K | – |
| ISHARES TR | IBOXX HI YD ETF | 10M | 136K | – |
| ISHARES TR | USD INV GRDE ETF | 4M | 83K | – |
| ISHARES TR | ISHS 5-10YR INVT | 2M | 31K | – |
| ISHARES TR | ISHS 1-5YR INVS | 10M | 199K | – |
| ISHARES TR | 10-20 YR TRS ETF | 652K | 6K | – |
| ISHARES TR | 3 7 YR TREAS BD | 2M | 19K | – |
| ISHARES TR | US TREAS BD ETF | 7M | 302K | – |
| ISHARES TR | MSCI USA MIN VOL | 1M | 17K | – |
| ISHARES TR | MSCI USA MMENTM | 6M | 29K | – |
| ISHARES TR | CORE MSCI EAFE | 32M | 437K | – |
| ISHARES INC | CORE MSCI EMKT | 14M | 262K | – |
| ISHARES TR | 0-5YR HI YL CP | 1M | 34K | – |
| JPMORGAN CHASE & CO. | COM | 5M | 23K | – |
| JOHNSON & JOHNSON | COM | 544K | 4K | – |
| KLA CORP | COM NEW | 2M | 3K | – |
| KELLANOVA | COM | 290K | 5K | – |
| KIMBERLY-CLARK CORP | COM | 663K | 5K | – |
| KROGER CO | COM | 582K | 12K | – |
| LABCORP HOLDINGS INC | COM SHS | 247K | 1K | – |
| LANDSTAR SYS INC | COM | 215K | 1K | – |
| LAUDER ESTEE COS INC | CL A | 209K | 2K | – |
| LENNAR CORP | CL A | 1M | 8K | – |
| ELI LILLY & CO | COM | 2M | 3K | – |
| LOWES COS INC | COM | 243K | 1K | – |
| MANULIFE FINL CORP | COM | 504K | 19K | – |
| MARATHON PETE CORP | COM | 674K | 4K | – |
| MARSH & MCLENNAN COS INC | COM | 3M | 15K | – |
| MARRIOTT INTL INC NEW | CL A | 708K | 3K | – |
| MASTERCARD INCORPORATED | CL A | 872K | 2K | – |
| MCDONALDS CORP | COM | 522K | 2K | – |
| MCKESSON CORP | COM | 1M | 2K | – |
| MERCK & CO INC | COM | 1M | 10K | – |
| MICROSOFT CORP | COM | 16M | 36K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 531K | 6K | – |
| MICRON TECHNOLOGY INC | COM | 538K | 4K | – |
| MONDELEZ INTL INC | CL A | 533K | 8K | – |
| MONSTER BEVERAGE CORP NEW | COM | 228K | 5K | – |
| MORGAN STANLEY | COM NEW | 525K | 5K | – |
| MOTOROLA SOLUTIONS INC | COM NEW | 658K | 2K | – |
| MURPHY USA INC | COM | 306K | 652 | – |
| NETFLIX INC | COM | 607K | 900 | – |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 225K | 1K | – |
| NEXTERA ENERGY INC | COM | 2M | 24K | – |
| NIKE INC | CL B | 249K | 3K | – |
| NORFOLK SOUTHN CORP | COM | 207K | 966 | – |
| NOVARTIS AG | SPONSORED ADR | 491K | 5K | – |
| NOVO-NORDISK A S | ADR | 999K | 7K | – |
| NVIDIA CORPORATION | COM | 13M | 103K | – |
| OMNICOM GROUP INC | COM | 998K | 11K | – |
| OMEGA HEALTHCARE INVS INC | COM | 978K | 29K | – |
| ORACLE CORP | COM | 1M | 8K | – |
| PBF ENERGY INC | CL A | 1M | 30K | – |
| PACCAR INC | COM | 816K | 8K | – |
| PARKER-HANNIFIN CORP | COM | 912K | 2K | – |
| PEPSICO INC | COM | 345K | 2K | – |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 258K | 18K | – |
| PFIZER INC | COM | 2M | 86K | – |
| PIMCO ETF TR | ENHAN SHRT MA AC | 4M | 36K | – |
| PRICE T ROWE GROUP INC | COM | 1M | 12K | – |
| PROCTER AND GAMBLE CO | COM | 5M | 28K | – |
| PROGRESSIVE CORP | COM | 494K | 2K | – |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 1M | 17K | – |
| PULTE GROUP INC | COM | 812K | 7K | – |
| QUALCOMM INC | COM | 2M | 9K | – |
| RTX CORPORATION | COM | 367K | 4K | – |
| REGENERON PHARMACEUTICALS | COM | 376K | 357 | – |
| REINSURANCE GRP OF AMERICA I | COM NEW | 611K | 3K | – |
| RESTAURANT BRANDS INTL INC | COM | 553K | 8K | – |
| ROPER TECHNOLOGIES INC | COM | 299K | 530 | – |
| SPDR S&P 500 ETF TR | TR UNIT | 769K | 1K | – |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 766K | 20K | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 1M | 30K | – |
| SPDR SER TR | PORTFOLIO CRPORT | 724K | 25K | – |
| SPDR SER TR | PORTFOLIO INTRMD | 2M | 56K | – |
| SPDR SER TR | PORT MTG BK ETF | 747K | 35K | – |
| SPDR SER TR | PORTFOLIO LN TSR | 1M | 37K | – |
| SPDR SER TR | PORTFLI INTRMDIT | 846K | 30K | – |
| SPDR SER TR | PORTFOLIO S&P400 | 209K | 4K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 726K | 11K | – |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 586K | 15K | – |
| SPDR SER TR | PORTFLI HIGH YLD | 280K | 12K | – |
| SPDR SER TR | BLOOMBERG HIGH Y | 974K | 10K | – |
| SPDR SER TR | BLOOMBERG 1-3 MO | 15M | 160K | – |
| SPDR SER TR | PORTFOLIO S&P600 | 349K | 8K | – |
| SALESFORCE INC | COM | 1M | 5K | – |
| SELECT SECTOR SPDR TR | ENERGY | 495K | 5K | – |
| SELECT SECTOR SPDR TR | INDL | 490K | 4K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 529K | 2K | – |
| SEMPRA | COM | 703K | 9K | – |
| SERVICENOW INC | COM | 707K | 899 | – |
| SKYWORKS SOLUTIONS INC | COM | 556K | 5K | – |
| SONY GROUP CORP | SPONSORED ADR | 227K | 3K | – |
| SPROUTS FMRS MKT INC | COM | 538K | 6K | – |
| STEEL DYNAMICS INC | COM | 1M | 10K | – |
| SUPER MICRO COMPUTER INC | COM | 1M | 1K | – |
| SYNCHRONY FINANCIAL | COM | 1M | 29K | – |
| SYSCO CORP | COM | 620K | 9K | – |
| TJX COS INC NEW | COM | 1M | 11K | – |
| T-MOBILE US INC | COM | 630K | 4K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 860K | 5K | – |
| TENARIS S A | SPONSORED ADS | 317K | 10K | – |
| TESLA INC | COM | 1M | 7K | – |
| TEXAS INSTRS INC | COM | 901K | 5K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 721K | 1K | – |
| THOMSON REUTERS CORP. | COM | 379K | 2K | – |
| TOLL BROTHERS INC | COM | 263K | 2K | – |
| TYSON FOODS INC | CL A | 552K | 10K | – |
| UBER TECHNOLOGIES INC | COM | 775K | 11K | – |
| UNITED THERAPEUTICS CORP DEL | COM | 591K | 2K | – |
| UNITEDHEALTH GROUP INC | COM | 2M | 3K | – |
| UNUM GROUP | COM | 333K | 7K | – |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 344K | 7K | – |
| VANGUARD WORLD FD | MEGA GRWTH IND | 41M | 130K | – |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 29M | 243K | – |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 2M | 28K | – |
| VANGUARD BD INDEX FDS | INTERMED TERM | 2M | 26K | – |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 4M | 54K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2M | 32K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 44M | 884K | – |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 387K | 8K | – |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 9M | 189K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 3M | 22K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 15M | 350K | – |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 7M | 159K | – |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 2M | 19K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 66M | 132K | – |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 10M | 64K | – |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 9M | 38K | – |
| VANGUARD INDEX FDS | SML CP GRW ETF | 5M | 19K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 11M | 61K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 4M | 18K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 10M | 57K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 49M | 130K | – |
| VANGUARD INDEX FDS | VALUE ETF | 37M | 228K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 14M | 62K | – |
| VERIZON COMMUNICATIONS INC | COM | 3M | 72K | – |
| VERTEX PHARMACEUTICALS INC | COM | 3M | 6K | – |
| VICI PPTYS INC | COM | 1M | 48K | – |
| VISA INC | COM CL A | 1M | 5K | – |
| VISTRA CORP | COM | 2M | 22K | – |
| WALMART INC | COM | 705K | 10K | – |
| WELLS FARGO CO NEW | COM | 848K | 14K | – |
| WILLIAMS SONOMA INC | COM | 1M | 5K | – |
| WORKDAY INC | CL A | 843K | 4K | – |
| ZOETIS INC | CL A | 296K | 2K | – |