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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

C2 PRIVATE WEALTH

STRATEGIC INVESTMENT ADVISORS, LLC, CRD 151501

NOVI, MI

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:b2f87533-d92c-2f23-9397-ad7eb226769c

Data as of Jun 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 12
On other graphs: 0
Observed: May 23, 2017 to Jun 19, 2026
44 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.8BItem 5.F on the latest filing (2026-06-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.8B
Private client RAUM: $1.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $130Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 11
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 11,760
Individual clients: 1,542
High net worth clients: 514
Custody, client assets: $12.5M
SEC number: 801-110692
CIK: 1760540
CRD: 151501
Filings on the tape: 44
First filed: May 23, 2017
Latest filed: Jun 19, 2026
Organised: Limited Liability Company, MI
Website: c2privatewealth.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
PAUL ELLIOTT METLER	n/a	NOVI, MI \| Ann Arbor, MI	12	22	n/a	no
JACOB CHARLES ZAGOR	n/a	NOVI, MI	6	21	n/a	no
L BRIAN ATHERTON	n/a	Bloomfield Hills, MI \| NOVI, MI	5	31	3	no
Shawn Srivastava	n/a	NOVI, MI	3	14	n/a	no
JOSHUA LEE JACKSON	n/a	NOVI, MI \| Columbia, MO	3	15	1	no
KIRK MELBOURNE CASSIDY	n/a	NOVI, MI	3	23	2	no
Jason Douglas MacLean	n/a	Bloomfield Hills, MI \| NOVI, MI	3	10	2	no
Jared Michael Lee	n/a	NOVI, MI	2	13	n/a	no
Michael Paul Masserant	Certified Financial Planner	NOVI, MI	2	10	n/a	no
Gregory Charles Haeger	n/a	NOVI, MI	1	10	n/a	no
CURT DAVID KNOTICK	n/a	Renfrew, PA \| NOVI, MI	0	16	3	no
Ethan James Lane	n/a	Renfrew, PA \| NOVI, MI	0	11	2	no
Kevin Richman	n/a	Gaston, OR \| NOVI, MI	0	11	n/a	no
Adam wiliam Holl	n/a	Renfrew, PA \| NOVI, MI	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
CASSIDY AND ASSOCIATES INC.	Member	E	yes	12/2021	Jun 19, 2026	Jun 19, 2026
CASSIDY, KIRK, MELBOURNE	President	Na	yes	03/2007	Jun 19, 2026	Jun 19, 2026
GARRETT, BARRY, STEFAN	CHIEF COMPLIANCE OFFICER	Na	yes	10/2025	Jun 19, 2026	Jun 19, 2026
ADVISORS EXCEL HOLDINGS, LLC	Member	E	yes	12/2021	Feb 11, 2022	Nov 22, 2024
CASSIDY, KIRK, MELBOURNE	President	E	yes	12/2021	May 23, 2017	Nov 22, 2024
LYON, HEATHER, LYNN	CHIEF COMPLIANCE OFFICER	Na	yes	11/2023	Dec 21, 2023	Nov 22, 2024
ADVISOR SUPPORT NETWORK, LLC	Member	B	no	12/2021	Jun 19, 2026	Jun 19, 2026
CALLANAN, DAVID, JAMES	Member	D	no	12/2021	Feb 11, 2022	Nov 22, 2024
DDC HOLDINGS, LLC	Member	E	no	12/2021	Feb 11, 2022	Nov 22, 2024
FOSTER, CODY, GRANT	Member	D	no	12/2021	Feb 11, 2022	Nov 22, 2024
ONEAE, LLC	Member	E	no	12/2021	Feb 11, 2022	Nov 22, 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
KIRK CASSIDY	n/a	n/a	n/a	N	yes	n/a
SENIOR PLANNING ADVISORS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ANN ARBOR	Mi	United States	1	no
BLOOMFILED HILLS	Mi	United States	1	no
Columbia	Mo	United States	1	no

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; showing 9 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 16, 2026	$1.8B	$1.8B	16	11	4	n/a	n/a
2024	Mar 12, 2025	$1.2B	$1.2B	11	11	3	n/a	n/a
2023	Feb 28, 2024	$947M	$947M	10	10	3	n/a	n/a
2022	Jan 24, 2023	$802M	$802M	10	10	2	n/a	n/a
2021	Feb 11, 2022	$655M	$655M	6	6	2	n/a	n/a
2020	Mar 4, 2021	$480M	$480M	5	5	2	n/a	n/a
2019	Mar 23, 2020	$364M	$364M	4	4	2	n/a	n/a
2018	Mar 8, 2019	$217M	$217M	3	3	2	n/a	n/a
2017	Mar 21, 2018	$139M	$139M	3	3	1	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
2	0	2	0.0%	0	0	0	3	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	$1.8B	$1.2B	53.7%	$802M	31.3%	16	11	4	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ASG INVESTMENT MANAGEMENT, LLC	2	Mar 20, 2026	Mar 17, 2026	RENFREW, PA	Team lift out	RIA to RIA	100.0%

Relationships

Registered with (18)

← Adam wiliam HollAdvisorregistration: current employment
Jun 11, 2026 to presentfactForm ADV
← Kevin RichmanAdvisorregistration: current employment
Apr 20, 2026 to presentfactForm ADV
← CURT DAVID KNOTICKAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← Ethan James LaneAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← Gregory Charles HaegerAdvisorregistration: current employment
Jul 25, 2025 to presentfactForm ADV
← Michael Paul MasserantAdvisorregistration: current employment
Jul 18, 2024 to presentfactForm ADV
← Jared Michael LeeAdvisorregistration: current employment
Jun 28, 2024 to presentfactForm ADV
← Jason Douglas MacLeanAdvisorregistration: current employment
Feb 21, 2023 to presentfactForm ADV
← KIRK MELBOURNE CASSIDYAdvisorregistration: current employment
Jan 12, 2023 to presentfactForm ADV
← JOSHUA LEE JACKSONAdvisorregistration: current employment
Jan 11, 2023 to presentfactForm ADV
← Shawn SrivastavaAdvisorregistration: current employment
Nov 28, 2022 to presentfactForm ADV
← L BRIAN ATHERTONAdvisorregistration: current employment
Mar 12, 2021 to presentfactForm ADV
← JACOB CHARLES ZAGORAdvisorregistration: current employment
Sep 8, 2020 to presentfactForm ADV
← PAUL ELLIOTT METLERAdvisorregistration: current employment
Mar 17, 2014 to presentfactForm ADV
← Lisa Rose MangeAdvisorregistration: previous registration
Oct 8, 2024 to Mar 5, 2025factForm ADV
← Charleen Nicole MauneAdvisorregistration: previous registration
Jul 6, 2022 to Dec 1, 2023factForm ADV
← Alexandra Marie BogaczAdvisorregistration: previous registration
Jun 13, 2022 to Aug 29, 2023factForm ADV
← KIMBERLY LOUISE JAMIESONAdvisorregistration: previous registration
Dec 21, 2016 to Jul 18, 2017factForm ADV

Moved with (1)

← ASG INVESTMENT MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Mar 20, 2026 to Mar 17, 2026factForm ADV

Controls (4)

← LYON, HEATHER, LYNNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 21, 2023 to Nov 22, 2024factForm ADV
← CASSIDY, KIRK, MELBOURNEOwnerPRESIDENT, ownership code E, individual
May 23, 2017 to Nov 22, 2024factForm ADV
← ADVISORS EXCEL HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Feb 11, 2022 to Nov 22, 2024factForm ADV
← CASSIDY AND ASSOCIATES INC.OwnerMEMBER, ownership code E, domestic entity
Feb 11, 2022 to Nov 22, 2024factForm ADV

Owns (5)

← FOSTER, CODY, GRANTOwnerMEMBER, ownership code D, individual
Feb 11, 2022 to Nov 22, 2024factForm ADV
← CALLANAN, DAVID, JAMESOwnerMEMBER, ownership code D, individual
Feb 11, 2022 to Nov 22, 2024factForm ADV
← ADVISOR SUPPORT NETWORK, LLCOwnerMEMBER, ownership code B, domestic entity
Feb 11, 2022 to Nov 22, 2024factForm ADV
← DDC HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Feb 11, 2022 to Nov 22, 2024factForm ADV
← ONEAE, LLCOwnerMEMBER, ownership code E, domestic entity
Feb 11, 2022 to Nov 22, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
C2 Private Wealth reported RAUM $1.8B, up 54% from $1.2B (2026-01-15 to 2026-03-31)
Form ADVobserved 5 days ago
$634M
Occurred
Mar 20, 2026
Team lift-out
2 advisors left Asg Investment Management, LLC (Renfrew, PA) for C2 Private Wealth on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Mar 5, 2025
Advisor changed firm
Lisa Rose Mange left C2 Private Wealth for Mariner (registered 2025-03-07)
Form ADVobserved 5 days ago
Occurred
Dec 21, 2023
Control person joined
Lynn Heather Lyon (Chief Compliance Officer) appeared on Schedule A of C2 Private Wealth
Form ADVobserved 5 days ago
Occurred
Dec 1, 2023
Advisor changed firm
Charleen Nicole Maune left C2 Private Wealth for Foguth Wealth Management, Llc. (registered 2023-12-11)
Form ADVobserved 5 days ago
Occurred
Aug 29, 2023
Advisor changed firm
Alexandra Marie Bogacz left C2 Private Wealth for D.A. Davidson & Co. (registered 2024-12-10)
Form ADVobserved 5 days ago
Occurred
Jul 12, 2023
Control person left
Alan Mark Zeigler (Chief Compliance Officer/Investment Advisor Representative) no longer on Schedule A of C2 Private Wealth (listed 2023-02-17, absent 2023-07-12)
Form ADVobserved 5 days ago
Occurred
May 9, 2022
Control person joined
Alan Mark Zeigler (Chief Compliance Officer/Investment Advisor Representative) appeared on Schedule A of C2 Private Wealth
Form ADVobserved 5 days ago
Occurred
Feb 11, 2022
Regulatory AUM changed
C2 Private Wealth reported RAUM $655.2M, up 37% from $480.0M (2021-03-12 to 2022-02-11)
Form ADVobserved 5 days ago
$175M
Occurred
Mar 4, 2021
Regulatory AUM changed
C2 Private Wealth reported RAUM $480.0M, up 32% from $363.5M (2020-09-08 to 2021-03-04)
Form ADVobserved 5 days ago
$116M
Occurred
Mar 23, 2020
Regulatory AUM changed
C2 Private Wealth reported RAUM $363.5M, up 68% from $216.9M (2020-01-02 to 2020-03-23)
Form ADVobserved 5 days ago
$147M
Occurred
May 23, 2017
First Form ADV filing
Strategic Investment Advisors, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2f87533-d92c-2f23-9397-ad7eb226769c
First observed: May 23, 2017
Last observed: Jun 19, 2026 3 months 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.

C2 PRIVATE WEALTH

STRATEGIC INVESTMENT ADVISORS, LLC, CRD 151501

NOVI, MI

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:b2f87533-d92c-2f23-9397-ad7eb226769c

Data as of Jun 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:56 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL ELLIOTT METLER

n/a

NOVI, MI | Ann Arbor, MI

n/a

JACOB CHARLES ZAGOR

n/a

NOVI, MI

n/a

L BRIAN ATHERTON

n/a

Bloomfield Hills, MI | NOVI, MI

Shawn Srivastava

n/a

NOVI, MI

n/a

JOSHUA LEE JACKSON

n/a

NOVI, MI | Columbia, MO

KIRK MELBOURNE CASSIDY

n/a

NOVI, MI

Jason Douglas MacLean

n/a

Bloomfield Hills, MI | NOVI, MI

Jared Michael Lee

n/a

NOVI, MI

n/a

Michael Paul Masserant

Certified Financial Planner

NOVI, MI

n/a

Gregory Charles Haeger

n/a

NOVI, MI

n/a

CURT DAVID KNOTICK

n/a

Renfrew, PA | NOVI, MI

Ethan James Lane

n/a

Renfrew, PA | NOVI, MI

Kevin Richman

n/a

Gaston, OR | NOVI, MI

n/a

Adam wiliam Holl

n/a

Renfrew, PA | NOVI, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CASSIDY AND ASSOCIATES INC.

Member

yes

12/2021

Jun 19, 2026

CASSIDY, KIRK, MELBOURNE

President

yes

03/2007

Jun 19, 2026

GARRETT, BARRY, STEFAN

CHIEF COMPLIANCE OFFICER

yes

10/2025

Jun 19, 2026

ADVISORS EXCEL HOLDINGS, LLC

Member

yes

12/2021

Feb 11, 2022

Nov 22, 2024

CASSIDY, KIRK, MELBOURNE

President

yes

12/2021

May 23, 2017

Nov 22, 2024

LYON, HEATHER, LYNN

CHIEF COMPLIANCE OFFICER

yes

11/2023

Dec 21, 2023

Nov 22, 2024

ADVISOR SUPPORT NETWORK, LLC

Member

12/2021

Jun 19, 2026

CALLANAN, DAVID, JAMES

Member

12/2021

Feb 11, 2022

Nov 22, 2024

DDC HOLDINGS, LLC

Member

12/2021

Feb 11, 2022

Nov 22, 2024

FOSTER, CODY, GRANT

Member

12/2021

Feb 11, 2022

Nov 22, 2024

ONEAE, LLC

Member

12/2021

Feb 11, 2022

Nov 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KIRK CASSIDY

n/a

yes

n/a

SENIOR PLANNING ADVISORS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

ANN ARBOR

United States

BLOOMFILED HILLS

United States

Columbia

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 16, 2026

$1.8B

n/a

2024

Mar 12, 2025

$1.2B

n/a

2023

Feb 28, 2024

$947M

n/a

2022

Jan 24, 2023

$802M

n/a

2021

Feb 11, 2022

$655M

n/a

2020

Mar 4, 2021

$480M

n/a

2019

Mar 23, 2020

$364M

n/a

2018

Mar 8, 2019

$217M

n/a

2017

Mar 21, 2018

$139M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.8B

$1.2B

53.7%

$802M

31.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ASG INVESTMENT MANAGEMENT, LLC

Mar 20, 2026

Mar 17, 2026

RENFREW, PA

Team lift out

RIA to RIA

100.0%