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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STRATEGIC WEALTH MANAGEMENT GROUP

STRATEGIC ADVISORS LLC, CRD 125882

NEW YORK, NY

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Search this name across graphsid dfx:ria:8f3d0d42-a1aa-8dfa-bcc1-8ef69761f2e9

Data as of Jul 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 1
Observed: Mar 21, 2012 to Jul 28, 2026
38 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Strategic Wealth Management Group

Affiliate · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=true related_bank=false bd_reps=2.0
Regulatory AUM: $833MItem 5.F on the latest filing (2026-07-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $833M
Private client RAUM: $799MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $208Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 889
Individual clients: 177
High net worth clients: 155
SEC number: 801-64228
CIK: 1569119
CRD: 125882
Filings on the tape: 38
First filed: Mar 21, 2012
Latest filed: Jul 28, 2026
Organised: Limited Liability Company, NY
Website: swmgrp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAWRENCE EVAN MAY	Certified Financial Planner	NEW YORK, NY	5	46	1	yes
ROBERT PETER GOODMAN	n/a	NEW YORK, NY	5	37	1	no
MELVIN ROKEACH	n/a	NEW YORK, NY	5	26	1	no
JILL CHRISTINE GANEY	n/a	NEW YORK, NY	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MAY, LAWRENCE, EVAN	PRESIDENT, MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	11/1999	Mar 21, 2012	Nov 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MAY CAPITAL GROUP, L.L.C.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 27, 2026	$833M	$833M	7	5	0	n/a	n/a
2024	Mar 19, 2025	$758M	$758M	9	4	0	n/a	n/a
2023	Feb 29, 2024	$668M	$668M	7	5	0	n/a	n/a
2022	Mar 27, 2023	$569M	$569M	7	5	0	n/a	n/a
2021	Mar 9, 2022	$807M	$807M	7	5	0	n/a	n/a
2020	Mar 15, 2021	$421M	$421M	7	5	0	n/a	n/a
2019	Mar 19, 2020	$365M	$365M	8	5	0	n/a	n/a
2018	Mar 7, 2019	$310M	$310M	8	5	0	n/a	n/a
2017	Mar 28, 2018	$323M	$323M	5	3	0	n/a	n/a
2016	Mar 11, 2017	$272M	$272M	5	3	n/a	n/a	n/a
2015	Mar 22, 2016	$242M	$242M	5	3	n/a	n/a	n/a
2014	Mar 23, 2015	$238M	$237M	5	3	n/a	n/a	n/a
2013	Mar 13, 2014	$218M	$218M	5	3	n/a	n/a	n/a
2012	Mar 15, 2013	$180M	$179M	6	3	n/a	n/a	n/a
2011	Mar 21, 2012	$158M	$158M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	25.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$833M	$758M	9.8%	$569M	13.6%	7	9	0	0

Relationships

Registered with (6)

← JILL CHRISTINE GANEYAdvisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← MELVIN ROKEACHAdvisorregistration: current employment
May 29, 2021 to presentfactForm ADV
← ROBERT PETER GOODMANAdvisorregistration: current employment
Apr 29, 2021 to presentfactForm ADV
← LAWRENCE EVAN MAYAdvisorregistration: previous registration
Jul 15, 2005 to Dec 31, 2006factForm ADV
← Justin Roy HodAdvisorregistration: previous registration
Sep 21, 2021 to Mar 10, 2026factForm ADV
← Brendan William TullyAdvisorregistration: previous registration
Apr 21, 2022 to Jan 7, 2025factForm ADV

Controls (1)

← MAY, LAWRENCE, EVANOwnerPRESIDENT, MANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 21, 2012 to Nov 18, 2024factForm ADV

Dated events

Occurred
Mar 10, 2026
Advisor changed firm
Justin Roy Hod left Strategic Wealth Management Group for Revel Wealth Management (registered 2026-03-11)
Form ADVobserved 5 days ago
Occurred
Jan 7, 2025
Advisor changed firm
Brendan William Tully left Strategic Wealth Management Group for Wealth Enhancement Advisory Services, Llc (registered 2025-12-01)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2023
Regulatory AUM changed
Strategic Wealth Management Group reported RAUM $568.7M, down 30% from $807.3M (2022-03-09 to 2023-03-27)
Form ADVobserved 5 days ago
$-239M
Occurred
Mar 9, 2022
Regulatory AUM changed
Strategic Wealth Management Group reported RAUM $807.3M, up 92% from $420.9M (2021-11-12 to 2022-03-09)
Form ADVobserved 5 days ago
$386M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8f3d0d42-a1aa-8dfa-bcc1-8ef69761f2e9
First observed: Mar 21, 2012
Last observed: Jul 28, 2026 54 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STRATEGIC WEALTH MANAGEMENT GROUP

STRATEGIC ADVISORS LLC, CRD 125882

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8f3d0d42-a1aa-8dfa-bcc1-8ef69761f2e9

Data as of Jul 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:25 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAWRENCE EVAN MAY

Certified Financial Planner

NEW YORK, NY

yes

ROBERT PETER GOODMAN

n/a

NEW YORK, NY

MELVIN ROKEACH

n/a

NEW YORK, NY

JILL CHRISTINE GANEY

n/a

NEW YORK, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MAY, LAWRENCE, EVAN

PRESIDENT, MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

11/1999

Mar 21, 2012

Nov 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MAY CAPITAL GROUP, L.L.C.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$833M

n/a

2024

Mar 19, 2025

$758M

n/a

2023

Feb 29, 2024

$668M

n/a

2022

Mar 27, 2023

$569M

n/a

2021

Mar 9, 2022

$807M

n/a

2020

Mar 15, 2021

$421M

n/a

2019

Mar 19, 2020

$365M

n/a

2018

Mar 7, 2019

$310M

n/a

2017

Mar 28, 2018

$323M

n/a

2016

Mar 11, 2017

$272M

n/a

2015

Mar 22, 2016

$242M

n/a

2014

Mar 23, 2015

$238M

$237M

n/a

2013

Mar 13, 2014

$218M

n/a

2012

Mar 15, 2013

$180M

$179M

n/a

2011

Mar 21, 2012

$158M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$833M

$758M

9.8%

$569M

13.6%