Strategic Investment Solutions, Inc.
- Regulatory AUM
- $830M
- Discretionary
- $830M
- Clients
- 2,695
- Avg AUM / client
- $308K
- Accounts
- 3,631
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,446 | $440M | 53.0% |
| High net worth individuals | 154 | $306M | 36.9% |
| Other | 95 | $84.5M | 10.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Msi Viking Gage 401(k) Plan Msi Viking Gage, Llc | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas James Stepansky | Cco | CFP | Dec 2010 (16y) | 10% – 25% |
| Ayman Saidi | President | Jan 2022 (5y) | 75% or more | |
| Robert Michael Byrns | Registered representative | CFP | Mar 2007 (19y) | |
| Colin Thomas Kelly | Registered representative | Dec 2010 (16y) | ||
| Frank James Pavlica | Registered representative | Dec 2010 (16y) | ||
| David William Matuszak | Registered representative | CFP | Aug 2018 (8y) | |
| Trent Robert Overzet | Registered representative | Apr 2021 (5y) | ||
| Kevin Kessenich | Registered representative | Jun 2021 (5y) | ||
| Alexandra Mary Nelson | Registered representative | Feb 2023 (3y) |
Undisclosed: 0% – 15% 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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Msi Viking Gage 401(k) Plan | Msi Viking Gage, Llc | 154 | $6.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/16/2026 | 940 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
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 16, 2026.
View current Form ADV (SEC/IAPD) ↗