RIA Intel›Advisers›Illinois›SMR STRATEGIC INVESTMENTS, LLC

SMR STRATEGIC INVESTMENTS, LLC

Advisory

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in IL

#1,543

of 1,719 advisers by AUM

Average account

$285K

across 34 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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