STRATEGIC PORTFOLIO SOLUTIONS, LLC

STRATEGIC PORTFOLIO SOLUTIONS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 156374). Regulatory assets under management: $136.2M.

Registration

• CRD: 156374
• SEC file number: 801-131029
• Type: Registered investment adviser
• Location: 17304 PRESTON ROAD, SUITE 125, DALLAS, TX, 75252
• Phone: (214) 446-4910
• Latest filing: 2026-03-06
• Regulatory AUM: $136.2M
• Discretionary AUM: $131.8M
• Non-discretionary AUM: $4.4M
• Clients: 5
• Accounts: 393

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156374 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search