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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-16-2005
- Office Locations
- 1
Office Locations
About Strategic Wealth Management Group
Strategic Wealth Management Group (Strategic Advisors LLC) is an independent New York-based RIA (since 1999) providing fiduciary wealth management and employer retirement plan consulting. The firm designs, implements, and oversees 401(k) and related plans to help maximize owner deferrals, improve investment lineups, and reduce plan fees. Portfolios primarily use ETFs, with mutual funds as needed; custody includes Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
LAWRENCE EVAN MAY
Chief Compliance Officer, Managing Member, President
- CRD
- #323812
- Ownership
- 75% or more
JOHN BEN LEVITT
DIRECTOR OF OPERATIONS, President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JILL CHRISTINE GANEY
--
- CRD
- #2551405
ROBERT PETER GOODMAN
Principal
- CRD
- #1172590
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $832,890,818 | $936,885 |
| Non-Discretionary | $0 | -- |
| Total | $832,890,818 | $936,885 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | 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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