Investment adviser · CRD 306384
STRATEGIC ASSET MANAGEMENT LLC.
Investment adviser filing (IA)
ROCHESTER, MN, United States · Form ADV filed Sep 22, 2026
- Regulatory AUM
- $218M Form ADV · Item 5.F
- Client accounts
- 233 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 10 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 | 75 | $132,129,738 | 60.5% |
| Individuals | 156 | $83,137,463 | 38.1% |
| Charities | Fewer than 5 | $2,920,539 | 1.3% |
| Corporations & businesses | Fewer than 5 | $71,105 | 0.0% |
Filing source
Form ADV 2134017 · Sep 22, 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: Sep 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
2434 SUPERIOR DRIVE NW, SUITE 101ROCHESTER, MN, 55901, United States
CRD 306384
Filing source
Form ADV 2134017 · Sep 22, 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.