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STRATEGIC INVESTMENTS & INSURANCE, LLC

Advisory

BOCA RATON, FL

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in FL
#2,131
of 2,610 advisers by AUM
Average account
$212K
across 60 accounts
AUM per adviser
$13M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM
$13M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$13M
Discretionary AUM$139K
Non-Discretionary AUM$13M
Discretionary %1.1%
Total Clients26
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

ROBBINS CAPITAL, L.L.C.
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IRONWOOD CAPITAL MANAGEMENT, LLC
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FINANCIAL PRESCRIPTIONS, LLC
$13M
ANCHOR FINANCIAL SERVICES, CPA, PA
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$13M
FRANKLIN LEGACY FINANCIAL, LLC
$13M
JL PARRISH INVESTMENTS INC.
JACKSONVILLE, FL
$13M

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