RIA Intel›Advisers›South Carolina›STRATEGIC INVESTMENT SOLUTIONS, LLC

STRATEGIC INVESTMENT SOLUTIONS, LLC

Advisory

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account

$304K

across 16 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$0

Non-Discretionary AUM$5M

Discretionary %0%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, SC

Succession Risk

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

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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

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

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

SCHOONER WEALTH MANAGEMENT, LLC

$5M

WAYFINDER WEALTH WARRIORS LLC

$5M

PROSPERA FUNDS, INC.

ISLE OF PALMS, SC

$5M

JM TAX & FINANCIAL LLC

$4M

BLACK DOG FINANCIAL PLANNING LLC

$5M

INCOME GROWTH ADVISORS, LLC

CHARLESTON, SC

$4M

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