CRD: 314842
Strategic Advisory Partners
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-18-2021
- Office Locations
- 1
Office Locations
About Strategic Advisory Partners
Strategic Advisory Partners provides financial planning and investment planning for individuals and institutions, helping clients manage and preserve wealth with objective, easy-to-understand recommendations. The firm coordinates with clients’ other professionals as a single point of contact and supports portfolio construction and risk management, commonly using ETFs and mutual funds. Primary custodian: Charles Schwab.
Team overview
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CRM
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Owner & Executives
BLAISE STEVENS
Chief Compliance Officer, Managing Member
- CRD
- #5519296
- Ownership
- 50% but less than 75%
Brittne Leigh Pitcock Stevens
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- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Roy Anthony Hyde
Financial Advisor, General Partner
- CRD
- #7629184
ERICA ROHLFING LYALL
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- CRD
- #4286885
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,306,292 | $212,245 |
| Non-Discretionary | $30,127,617 | $443,053 |
| Total | $191,433,909 | $231,200 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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