Investment adviser · CRD 143128
STRATEGIC INVESTMENT SOLUTIONS, INC.
Investment adviser filing (IA)
ORLAND PARK, IL, United States · Form ADV filed Feb 16, 2026
- Regulatory AUM
- $830M Form ADV · Item 5.F
- Client accounts
- 3,631 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 9 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 |
|---|---|---|---|
| Individuals | 2,446 | $439,736,000 | 53.0% |
| High-net-worth individuals | 154 | $306,000,000 | 36.9% |
| Other clients | 95 | $84,500,000 | 10.2% |
Filing source
Form ADV 2054895 · Feb 16, 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: Feb 16, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
9501 W 144TH PLACEORLAND PARK, IL, 60462-2562, United States
CRD 143128
Filing source
Form ADV 2054895 · Feb 16, 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.