Investment adviser · CRD 151501
C2 PRIVATE WEALTH
Investment adviser filing (IA)
STRATEGIC INVESTMENT ADVISORS, LLC
NOVI, MI, United States · Form ADV filed Jun 19, 2026
- Regulatory AUM
- $1.82B Form ADV · Item 5.F
- Client accounts
- 11,760 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 514 | $1,116,791,930 | 61.5% |
| Individuals | 1,542 | $680,679,819 | 37.5% |
| Charities | 1 | $16,035,670 | 0.9% |
| Corporations & businesses | 9 | $2,789,768 | 0.2% |
Filing source
Form ADV 2114469 · Jun 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
29409 HAGGERTY ROAD, SUITE 200NOVI, MI, 48377, United States
CRD 151501
Filing source
Form ADV 2114469 · Jun 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.