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STRATEGIC PORTFOLIO ADVISORS, INC.

Advisory

LONG BEACH, CA

Data as of Apr 8, 2026 · Source: SEC Form ADV

Rank in CA
#2,759
of 5,480 advisers by AUM
Average account
$373K
across 278 accounts
AUM per adviser
$104M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 8, 2026.

Total AUM
$104M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$104M
Discretionary AUM$104M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients148
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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