Strategic Advisory Services, L.L.C.
- Regulatory AUM
- $185M
- Discretionary
- $185M
- Clients
- 208
- Avg AUM / client
- $889K
- Accounts
- 412
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 156 | $68.8M | 37.2% |
| High net worth individuals | 51 | $116M | 62.7% |
| Corporations and other businesses | 1 | $122K | 0.07% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sue Bersuder Grbac | Member/Secretery/Treasurer | Jan 2003 (24y) | 50% – 75% | |
| Richard Allen Grbac | Managing Member/President | CFP | Mar 2004 (22y) | 50% – 75% |
| Jeremy Brandon Joiner | Chief Compliance Officer/Vice President | CFP | Jun 2012 (14y) | Less than 5% |
| Donald Michael Wellings | Registered representative | Jul 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • THIRD PARTY REFERRAL FEES (SELECTION OF OTHER ADVISERS)
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- SEI Private Trust $184M (99% of AUM) Mar 2026
- Sei Investments Distribution Co. $167M (99% of AUM) Dec 2025
- Symmetry Partners Llc $145K (0% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗