Strategic Asset Management Group Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$412,826,732
Clients
124
Advisors
3
across 2 offices
About
Strategic Asset Management Group Advisors is a registered investment adviser that provides portfolio management and advisory services to individuals and institutional clients, with a substantial proportion of its business focused on high‑net‑worth households; it reports roughly $416 million in assets under management across about 124 client relationships. The firm offers a firm‑sponsored wrap‑fee program, selection and monitoring of third‑party advisers, and both discretionary and non‑discretionary portfolio management tailored to individual investment objectives.
In the wrap‑fee program—administered through Lincoln Investment with custody at Pershing, LLC—SAMGA assists clients in developing an investment policy statement, selecting a portfolio manager or third‑party adviser, and coordinating account opening, reporting, and ongoing review; the selected portfolio manager typically manages accounts on a discretionary basis. The firm employs a blend of methods, including fundamental, technical, and cyclical analysis, and reviews TPA performance and client circumstances periodically while providing advice on matters such as IRA rollovers under fiduciary standards.
What is distinctive about the firm relative to peers is its role as a wrap‑fee program sponsor—a structure relatively uncommon among supported firms—and its operational ties to Lincoln Investment and Pershing, which shape custody, execution, and reporting arrangements. The firm also discloses fee‑sharing and referral relationships with third‑party managers, the potential for affiliated representatives to earn commission income in non‑advisory capacities, and practices intended to address conflicts (for example, refunding 12b‑1 fees to client accounts); combined with three advisers managing a large AUM base, these factors inform its governance and client‑service model.
Client services
Expertise
Fee options
$1,000,000 - $2,500,000: 1.50% annually $2,500,001+: Negotiable
Account minimum: $1,000,000
Main office
See office2000 North Federal Highway, Suite 202
Pompano Beach FL 33062
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Georgia · Louisiana · New York · Texas
Also doing business as
Strategic Asset Management Group Advisors, Inc. · Strategic Asset Management Group Advisors · Strategic Asset Management Group Advisors Inc
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.
Advisors at this firm
Robert O
Series 63
Ft. Lauderdale, FL
Strategic Asset Management Group Advisors
Robert Oden is a financial advisor with Strategic Asset Management Group Advisors, holding a Series 63 designation and over 40 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Strategic Asset Management Group Advisors since 2005. Outside of his advisory work, he is involved in real estate investment. Strategic Asset Management Group Advisors provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as institutional clients such as trusts, estates, and pension plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering both discretionary wrap-fee and non-discretionary advisory services.
Andrew O
Series 66
Pompano Beach, FL
Strategic Asset Management Group Advisors
Andrew Oden is a financial advisor at Strategic Asset Management Group Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Strategic Asset Management Group Advisors since 2013. Outside of his advisory role, he is a member of 556 Holdings, LLC and serves as vice president of SAM Operations, LLC, a holding company managing business-related expenses. Strategic Asset Management Group Advisors provides portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as institutional clients such as trusts, estates, and pension plans. The firm employs a blend of fundamental, technical, charting, and cyclical analysis, focusing on long-term management while allowing for short-term trading when appropriate.
Jacob I
Series 66
Pompano Beach, FL
Strategic Asset Management Group Advisors
Jacob Ivey is a financial advisor at Strategic Asset Management Group Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with Strategic Asset Management Group Advisors and Lincoln Investment Planning since 2013. Strategic Asset Management Group Advisors provides portfolio management and advisory services to individuals and institutional clients, with a focus on high-net-worth households. The firm manages approximately $416 million in assets across about 124 client relationships and offers a firm-sponsored wrap-fee program alongside discretionary and non-discretionary portfolio management tailored to individual investment objectives.
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