Strategic Investment Management, LLC
Arlington, VA·SEC-registered · CRD #104862
Strategic Investment Management, LLC is an SEC-registered investment advisory firm in Arlington, VA managing $36B across 89 client accounts, with 42 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$36B
Client accounts
89
Advisory staff
42
Fee model
Fee-based
How Strategic Investment Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL STRATEGIC INVESTMENT MANAGEMENT, LLC
See how Strategic compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Strategic Investment Management, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Strategic Investment Management, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Strategic Investment Management, LLC
How much does Strategic Investment Management, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Strategic Investment Management, LLC reports $36B in regulatory assets under management across roughly 89 client accounts.
How does Strategic Investment Management, LLC charge?
Strategic Investment Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Strategic Investment Management, LLC a fiduciary?
Yes. Strategic Investment Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #104862), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Strategic Investment Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Strategic Investment Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Arlington, VA
Profile compiled from Strategic Investment Management, LLC's public SEC Form ADV filing (CRD #104862, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Strategic Investment Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Strategic Investment Management, LLC? Claim this profile.