Strategic Advisory Services, Llc
- Regulatory AUM
- $201M
- Discretionary
- $201M
- Clients
- 254
- Avg AUM / client
- $792K
- Accounts
- 464
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 213 | $74.9M | 37.2% |
| High net worth individuals | 39 | $111M | 55.0% |
| Charitable organizations | 2 | $15.6M | 7.76% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Mcgee Walker | President, Chief Compliance Officer, Managing Member | Mar 2017 (9y) | 75% or more | |
| Thomas Lee Christenbury | Registered representative | Apr 2017 (9y) | ||
| Samuel Richard Humphreys | Registered representative | Nov 2021 (5y) | ||
| Charles Raymond Hardee | Registered representative | Jul 2022 (4y) | ||
| Kent Brooks Monypeny | Registered representative | Jul 2022 (4y) | ||
| Staci Lynne Jackson | Registered representative | Aug 2022 (4y) | ||
| Jacob Brian Jackson | Registered representative | Jul 2024 (2y) | ||
| Michael Lawrence Agee | Registered representative | Jan 2025 (2y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 990 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
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- LPL Financial $192M (95% of AUM) Apr 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: Apr 06, 2026.
View current Form ADV (SEC/IAPD) ↗