Strategic Advisory Services, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$184,781,017
Clients
207
Advisors
4
of 5 employees
About
Strategic Advisory Services, L.L.C. provides discretionary wealth management to individuals (including high‑net‑worth clients), trusts, estates and business entities, and reports $184,903,223 in discretionary assets under management across roughly 207 client relationships with a four‑advisor team. Its advisory work includes ongoing portfolio management, selection and oversight of third‑party money managers, and financial planning and retirement distribution planning that the firm states is included with asset management at no additional fee.
The firm frequently implements client strategies through SEI Investments’ institutional programs—using SEI Private Trust Company custodian accounts, SEI model asset allocations, and features such as IMAP and the Tax Controlled Program—while also customizing asset allocations by adding asset classes different from SEI models and rebalancing per program guidelines. Strategic Advisory assumes discretionary authority to hire, fire and reallocate TPMMs, monitors third‑party managers, and may combine related household accounts when applying its tiered AUM fee schedules.
Distinctive features disclosed in the brochure include a long operating history (client service since 1986) and a close operational relationship with SEI, from which the firm receives software and support and which results in platform fees (the brochure notes a .09% SEI platform fee for certain holdings, capped at $1,000 per account). The firm also discloses that it may receive compensation from third‑party managers it recommends and that it does not vote client proxies, with clients retaining voting responsibility.
Client services
Expertise
Fee options
$0 - $100,000: 1.45% annually $100,001 - $250,000: 1.35% annually $250,001 - $750,000: 1.30% to 1.35% annually $750,001 - $1,000,000: 1.00% to 1.20% annually (negotiable) $1,000,001 - $2,000,000: 1.00% to 1.20% annually (negotiable) $2,000,001+: Negotiable
Account minimum: $100,000 Fee-only: Annual management fee up to 1.50%, tiered as above; may be negotiable; advisory fees billed quarterly in arrears.
Main office
2925 Briarpark Dr., Suite 720
Houston TX 77042
Advisors at this office
4
Most active in
Louisiana · Texas
Also doing business as
Strategic Advisory Services Inc · Strategic Advisory Services, L.L.C. · Strategic Advisory Services, L.P.
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
Donald W
Series 65
Houston, TX
Strategic Advisory Services, L.L.C.
Donald Wellings is a financial advisor at Strategic Advisory Services, L.L.C. with six years of industry experience. He holds a Series 65 designation and has worked in various roles including at Shepherds Theological Seminary and Range Leather Company. Strategic Advisory Services, L.L.C. provides discretionary wealth management to individuals, trusts, estates, and business entities, managing over $184 million in discretionary assets. The firm offers portfolio management, oversight of third-party money managers, and financial planning services that include retirement distribution planning, frequently utilizing SEI Investments’ institutional programs with customized asset allocations.
Sue G
Series 65
Houston, TX
Strategic Advisory Services, L.L.C.
Sue Grbac is a financial advisor at Strategic Advisory Services, L.L.C. in Houston, TX, holding a Series 65 credential with 23 years of industry experience. She has worked at Strategic Advisory Services since 2014 and has been involved with affiliated entities including Strategic Risk Management, Inc. and The Strategic Group, L.P. since 1985. Strategic Advisory Services provides wealth management, asset allocation, and third-party money manager oversight for individual clients, trusts, estates, and other entities. The firm emphasizes manager and asset-class selection and uses SEI and other third-party managed account programs, offering customized allocations and ongoing discretionary monitoring.
Jeremy J
CFP®, Series 63, Series 65
Houston, TX
Strategic Advisory Services, L.L.C.
Jeremy Joiner is a CFP®-certified financial advisor with 17 years of experience, currently serving at Strategic Advisory Services, L.L.C. in Houston, TX. His work history includes over a decade at Strategic Advisory Services and a brief tenure at United Capital Financial Advisors. Strategic Advisory Services, L.L.C. provides discretionary wealth management to individuals, trusts, estates, and business entities. The firm manages approximately $185 million in discretionary assets across about 207 client relationships, offering portfolio management, third-party manager oversight, and integrated financial and retirement distribution planning.
Richard G
CFP®, Series 63
Houston, TX
Strategic Advisory Services, L.L.C.
Richard Grbac is a CFP® professional with 40 years of experience in the financial advisory industry. He has been with Strategic Advisory Services, L.L.C. since 2014 and previously worked with Viking 1082, GP, LLC, The Strategic Group, L.P., and Strategic Advisory Services, L.P. from 2004 to 2017. Strategic Advisory Services serves individual clients, including high-net-worth individuals, as well as trusts, estates, and other entities, providing wealth management, asset allocation, and oversight of third-party money managers. The firm typically uses SEI and other managed account programs, customizing allocations as needed and maintaining ongoing discretionary monitoring to align with client objectives.
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