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Strategic Advisory Partners

Updated today

Client assets under management

$157,679,574

Clients

333

22% high-net-worth

Advisors

4

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

83

High

Average account size

$473,512

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

Financial planning Portfolio management Pension consulting

Expertise

Business ownership considerations Business exit / sale strategy College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

Demographic focus

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Project-based Financial Planning fixed fees range from $500 to $5,000

Percentage

$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%

Project-based

Financial Planning services at $350 per hour, negotiable

Subscriptions

Ongoing Comprehensive Financial Planning annual fees range from $1,200 to $9,600, paid monthly or quarterly

Other

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 location

Strategic Advisory Partners

3819 Lawndale Drive

Greensboro NC 27455, United States

Number of offices

1

Most active in

Louisiana · North Carolina · South Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Business ownership considerations Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

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. Prior to joining Strategic Advisory Partners in 2022, he worked at Bartimaeus by Design for five years and held positions at First Bank and First Community Bank. Strategic Advisory Partners serves individuals, including high-net-worth clients, pension and profit-sharing plans, and corporate clients, providing investment management, financial planning, and employee benefit plan advisory services. The firm uses a Modern Portfolio Theory framework and combines fundamental and technical analysis to construct individualized portfolios, employing both active and passive strategies based on client objectives.

Business ownership considerations Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

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.

Business ownership considerations Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

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.

Business ownership considerations Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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