Strategic Advisory Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$157,679,574
Clients
333
Advisors
4
of 8 employees
About
Strategic Advisory Partners serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans and corporate clients, delivering discretionary and non‑discretionary investment management, ongoing comprehensive and limited‑scope financial planning, and employee benefit plan advisory services. The firm also provides advice on held‑away accounts and uses a third‑party platform (Pontera) to facilitate discretionary management of defined‑contribution participant accounts.
The firm’s investment process blends fundamental and technical analysis with modern portfolio theory, employing both passive and active vehicles to construct individually tailored asset allocations and manage portfolio risk. Portfolios may include separately managed accounts, private fund investments and, in some offerings, exposure to digital assets; the firm operates a wrap fee program that bundles transaction costs into clients’ advisory arrangements for SMA clients.
What is distinctive about the firm is that it acts as both sponsor and portfolio manager of its wrap fee program and automatically enrolls SMA clients in that program—an operational structure that is uncommon among similar team firms. Strategic Advisory Partners is a recently formed SEC‑registered adviser managing roughly $191 million for about 333 client relationships with a four‑person advisory team and has expanded its disclosures to include private fund offerings and digital‑asset‑related strategies.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-based Financial Planning fixed fees range from $500 to $5,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.95% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.55%
Financial Planning services at $350 per hour, negotiable
Ongoing Comprehensive Financial Planning annual fees range from $1,200 to $9,600, paid monthly or quarterly
Account minimum: $500,000 Minimum fee: Minimum annual fee for Investment Management Services is $6,000, negotiable at firm's discretion Fee-only: Financial Planning services charged via fixed fees ($500-$5,000 project based), hourly fees ($350/hour), or ongoing comprehensive fees ($1,500-$5,000 upfront plus $1,200-$9,600 annually)
Main office
3819 Lawndale Drive
Greensboro NC 27455
Advisors at this office
4
Most active in
Louisiana · North Carolina · South Carolina
Also doing business as
Strategic Advisory Partners · Strategic Advisory Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Blaise S
CFP®, ChFC®, Series 66
Greensboro, NC
Strategic Advisory Partners
Blaise Stevens is a CFP® and ChFC® with 17 years of industry experience. He is currently with Strategic Advisory Partners, where he has worked since 2021. Prior to that, he was with Spartan Planning Group and Prudential Financial. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients by providing investment management and financial planning services. The firm uses a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and offers both active and passive strategies tailored to client objectives.
Roy H
Series 65
Greensboro, NC
Strategic Advisory Partners
Roy Hyde is a financial advisor at Strategic Advisory Partners in Greensboro, NC, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Bartimaeus by design and First Bank. Strategic Advisory Partners provides investment management and financial planning services to individual, high-net-worth, pension, profit-sharing, and corporate clients. The firm combines fundamental and technical analysis with modern portfolio theory, utilizing both passive and active strategies, and operates a wrap fee program that integrates transaction costs for separately managed account clients.
Christopher H
Series 65
Greensboro, NC
Strategic Advisory Partners
Christopher Harris is a financial advisor at Strategic Advisory Partners with a Series 65 designation and three years of industry experience. He has been with Strategic Advisory Partners since 2022 and also serves as an assistant and associate professor at Elon University, a role he has held since 2013. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients by offering investment management, financial planning, and employee benefit plan advisory services. The firm manages approximately $124 million in assets using a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and operates a wrap fee program while requiring custody at a recommended custodian.
Erica L
CFP®, Series 63, Series 66
Greensboro, NC
Strategic Advisory Partners
Erica Lyall is a CFP® with 10 years of industry experience and is currently with Strategic Advisory Partners in Greensboro, NC. Her prior roles include positions at Modera Wealth Management, Parsec Financial Management, and Hutchinson Family Offices. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients, offering investment management and financial planning services. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework, employing both active and passive strategies tailored to client objectives.
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