A complete list of active advisors currently associated with Strategic Asset Management, LLC
Warmer can help you find a great advisor at Strategic Asset Management, LLC or one who fits your needs even better.
Strategic Asset Management, LLC is a small registered investment adviser managing roughly $35.6 million for about 143 individual and high‑net‑worth clients with two advisors. The firm offers discretionary portfolio management and financial planning and coordinates tax‑related services, using client document‑sharing tools (Citrix ShareFile) and tax software (Wolters Kluwer) for electronic filing and secure information exchange. Portfolios are reviewed at least twice a year with custodial arrangements handled through an independent custodian (Charles Schwab) and routine transaction and account reconciliations. The firm charges percentage‑of‑AUM fees, maintains written supervisory procedures, and conducts annual compliance reviews and trade oversight to address suitability and potential conflicts of interest. Distinctive elements in the brochure include an explicit linkage to tax preparation workflows and tax software providers, reflecting an affiliation with accounting/tax services that is uncommon among peers. The firm also documents a detailed information‑security and incident‑response program plus a separate elder‑abuse/vulnerable‑adult policy (HB 2562 compliance), indicating more formalized cyber‑security and protective‑agent procedures than typically seen at similarly sized advisers.
To learn more about the advisors currently working at Strategic Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Atchison, KS
| 27
| |
Valley Center, KS
| 17
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")