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Strategic Investment Management Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 31st, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Strategic Investment Management, registered in 1988, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 41 advisors. Strategic Investment Management manages $27.3 billion and provides investment advisory services for 74 clients (1:2 advisor/client ratio).

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Firm Information Value
Overall Rating
Minimum Investment $50,000,000
Average Client Balance $368,560,239
Total AUM $27.3 billion
Advisor / Client Ratio 1:2
Headquarters Arlington, VA
SEC Filings View SEC IAPD CRD #104862
State(s) Registered VA


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*SEC data last verified 05/31/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.


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