Bank / Wealth / TrustRIA · CRD 135832SEC-Registered

Updated:

Strategic Asset Management Group Advisors

Founded in 2005 and headquartered in Pompano Beach, Florida, Strategic Asset Management Group Advisors is a registered investment advisor providing portfolio...

Strategic Asset Management Group Advisors logo

Strategic Asset Management Group Advisors

Founded in 2005 and headquartered in Pompano Beach, Florida, Strategic Asset Management Group Advisors is a registered investment advisor providing portfolio management and asset allocation services. The firm traces its client base to individuals, high-net-worth investors, and various business entities, operating with the posture of a traditional wealth management practice rather than a venture-backed or institutional platform. Investment strategy is rooted in traditional public-market portfolio construction, advising on asset allocation and security selection rather than direct private-market co-investments or proprietary fund structures. The firm's advisory work spans standard liquid asset classes including equities, fixed income, and managed fund products, tailored for retail and high-net-worth portfolios. There are no disclosed direct investments in private operating companies or identifiable co-investor club arrangements. The firm is listed with a Pompano Beach base, and its regulatory footprint is tied to standard SEC registration as a registered investment advisor. Professional headcount, total assets under advisement, and additional office locations remain undisclosed in public records. The business appears to serve as a local wealth advisor without disclosed philanthropic foundations, adjacent operating companies, or high-profile club affiliations. As a service-oriented registered investment advisor, the firm's structural posture differs from direct-investment family offices or institutional asset gatherers — it functions as a fiduciary advisor to retail and high-net-worth households rather than a proprietary capital allocator. This architecture means the firm's influence is measured by managed client relationships rather than large-scale direct deal-making or fund-of-funds activity.

General information

Firm type

Bank / Wealth / Trust

Year founded

2005

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Pompano Beach

Corporate office

Pompano Beach, FL, United States

Frequently asked questions

What types of clients does Strategic Asset Management Group Advisors serve?

Public record and regulatory filings indicate the firm advises individuals, high-net-worth individuals, and various business entities. Its client profile skews toward private wealth rather than large institutional investors. The firm operates as a registered investment advisor with a fiduciary duty to these clients.

How does the firm charge for its services?

As a registered investment advisor, the firm likely operates on a fee-based advisory model standard for RIAs serving individual and HNW clients. Specific fee schedules — whether assets-under-management percentages, hourly, or fixed retainers — have not been publicly disclosed by the firm and are typically detailed in Form ADV filings.

Does Strategic Asset Management Group Advisors invest directly in private companies?

No evidence suggests the firm engages in direct private-company investing or venture-style deal-making. Its disclosed activities center on portfolio management and asset allocation across traditional public markets, consistent with a conventional wealth advisory rather than a direct-investment platform.

Is the firm affiliated with a larger bank or financial institution?

There is no public disclosure of a parent company or affiliation with a larger banking entity. The firm appears to operate as an independent registered investment advisor domiciled in Florida since its 2005 founding.

What is the firm's known geographic footprint?

The firm's only publicly identified location is its headquarters in Pompano Beach, Florida. No additional offices or international presence have been disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Pompano Beach Bank / Wealth / Trust profiles