Strategic Advisors Llc
- Regulatory AUM
- $833M
- Discretionary
- $833M
- Clients
- 351
- Avg AUM / client
- $2.4M
- Accounts
- 889
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 177 | $43.7M | 5.25% |
| High net worth individuals | 155 | $755M | 90.6% |
| Pension and profit sharing plans | 13 | $30.4M | 3.65% |
| Charitable organizations | 6 | $3.8M | 0.46% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C. Showing first 100 of 3,609.
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawrence Evan May | President, Managing Member/Chief Compliance Officer | CFP | Nov 1999 (27y) | 75% or more |
| Robert Peter Goodman | Registered representative | Apr 2021 (5y) | ||
| Melvin Rokeach | Registered representative | May 2021 (5y) | ||
| Jill Christine Ganey | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (100)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mercurygate International, Inc. 401(k) Plan | Mercurygate International, Inc. | 0 | $0 | 01/01/2025 |
| Callon Petroleum Company Employee Savings & Protection Plan | Callon Petroleum Company | 0 | $0 | 01/01/2025 |
| Mbs Textbook Exchange, Llc Profit Sharing Plan | Mbs Textbook Exchange, Llc | 0 | $0 | 01/01/2025 |
| Broder Bros., Co. Employees' 401(k) Trust | Broder Bros., Co. | 0 | $0 | 01/01/2025 |
| Zf Passive Safety Us Inc. 401(k) Savings Plan | Zf Passive Safety Us Inc. | 1,047 | $299M | 10/01/2024 |
| Experitec, Inc. 401(k) Plan | Experitec, Inc. | 262 | $69.9M | 10/01/2024 |
| The Retirementplus Retirement Plan For Employees Of Mount Auburn Hospital | Mount Auburn Hospital | 0 | $0 | 10/01/2024 |
| Phillips & Temro Industries, Inc. 401(k) Plan | Phillips & Temro Industries | 312 | $29.9M | 10/01/2024 |
| Delta Modtech 401(k) Plan | Delta Industrial, Inc. D/B/A Delta Modtech | 242 | $44.4M | 10/01/2024 |
| The Proconex Group 401 K Plan | Proconex | 343 | $89.7M | 10/01/2024 |
| Communications & Power Industries Retirement Plan | Communications & Power Industries Llc | 749 | $318M | 10/01/2024 |
| Pan O Gold Baking Co. Employee Savings Plan | Pan O Gold Baking Company | 519 | $59.6M | 09/01/2024 |
| Seattle Metropolitan Chamber Of Commerce 401(k) Plan | Seattle Metropolitan Chamber Of Commerce | 58 | $15.7M | 09/01/2024 |
| The Navigators Basic Retirement Plan | The Navigators | 1,422 | $159M | 09/01/2024 |
| Air Distribution Technologies, Inc. Retirement Savings And Investment Plan | Air Distribution Technologies, Inc. | 2,920 | $123M | 08/01/2024 |
| King & King Architects 401(k) Salary Savings Plan | King & King Architects, Llp | 95 | $21.5M | 08/01/2024 |
| Armellini Express Lines, Inc. And Subsidiaries Profit Sharing Plan | Armellini Express Lines, Inc. | 409 | $21.6M | 07/01/2024 |
| Mcphs University Pension Plan | Mcphs University | 720 | $150M | 07/01/2024 |
| Home Builders Institute 403(b) Plan | Home Builders Institute | 321 | $8.6M | 07/01/2024 |
| Home Builders Institute Pension And Profit Sharing Plan | Home Builders Institute | 255 | $23.8M | 07/01/2024 |
| Archaea Employee Savings Plan | Bp Corporation North America Inc. | 503 | $34.5M | 07/01/2024 |
| California Artichoke & Vegetable Growers Corporation Dba Ocean Mist Farms 401(k) & Profit Sharing Plan | Ocean Mist Farms | 277 | $40.4M | 07/01/2024 |
| Ariens Company Retirement Savings Plan | Ariens Company | 1,055 | $141M | 07/01/2024 |
| Revere Control Systems, Inc. 401(k) Profit Sharing Plan | Revere Control Systems, Inc. | 0 | $0 | 07/01/2024 |
| Scansource, Inc. 401(k) Plan | Scansource, Inc. | 1,439 | $225M | 07/01/2024 |
Top 25 of 100 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $833M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗