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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

STRATEGIC INVESTMENT SOLUTIONS, INC.

CRD 143128

ORLAND PARK, IL

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:fa1277fa-04f4-68d9-b24f-33eede348d65

Data as of Feb 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 7
On other graphs: 0
Observed: Mar 16, 2012 to Feb 16, 2026
19 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=0.9 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=4.0
Regulatory AUM: $830MItem 5.F on the latest filing (2026-02-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $830M
Private client RAUM: $746MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $83.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 9
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 3,631
Individual clients: 2,446
High net worth clients: 154
Custody, client assets: $212M
SEC number: 801-67584
CRD: 143128
Filings on the tape: 19
First filed: Mar 16, 2012
Latest filed: Feb 16, 2026
Organised: Corporation, IL
Website: sisfp.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
ROBERT MICHAEL BYRNS	Certified Financial Planner	ORLAND PARK, IL	19	35	4	no
FRANK JAMES PAVLICA	n/a	ORLAND PARK, IL	15	49	3	yes
COLIN THOMAS KELLY	n/a	ORLAND PARK, IL	15	30	2	yes
DOUGLAS JAMES STEPANSKY	Certified Financial Planner	ORLAND PARK, IL	15	26	3	yes
David William Matuszak	Certified Financial Planner	ORLAND PARK, IL	8	13	3	no
TRENT ROBERT OVERZET	n/a	ORLAND PARK, IL	5	10	2	yes
Kevin Kessenich	n/a	ORLAND PARK, IL \| Oak Lawn, IL	5	17	n/a	no
AYMAN SAIDI	n/a	ORLAND PARK, IL	4	13	n/a	no
ALEXANDRA MARY NELSON	n/a	ORLAND PARK, IL	3	13	n/a	no
JAMES ROBERT VIKTORA	n/a	ORLAND PARK, IL	0	16	1	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
SAIDI, AYMAN	President	E	yes	01/2022	Feb 17, 2017	Feb 19, 2024
STEPANSKY, DOUGLAS, JAMES	Cco	B	yes	01/2017	Feb 17, 2017	Feb 19, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Avon	Oh	United States	2	yes
Chicago	IL	United States	1	yes
Inverness	IL	United States	1	yes
BAY VILLAGE	Oh	United States	1	yes

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 16, 2026	$830M	$830M	14	9	3	n/a	n/a
2024	Feb 17, 2025	$910M	$910M	18	12	5	n/a	n/a
2023	Feb 19, 2024	$780M	$780M	15	12	4	n/a	n/a
2022	Feb 20, 2023	$611M	$611M	13	11	4	n/a	n/a
2021	Feb 21, 2022	$615M	$615M	13	9	4	n/a	n/a
2020	Mar 19, 2021	$525M	$430M	12	6	3	n/a	n/a
2019	Feb 17, 2020	$482M	$482M	12	6	3	n/a	n/a
2018	Feb 20, 2019	$410M	$410M	11	5	2	n/a	n/a
2017	Jan 26, 2018	$420M	$420M	10	4	2	n/a	n/a
2016	Feb 17, 2017	$332M	$332M	6	6	n/a	n/a	n/a
2015	Mar 4, 2016	$285M	$285M	6	6	n/a	n/a	n/a
2014	Mar 30, 2015	$377M	$377M	9	2	n/a	n/a	n/a
2013	Mar 24, 2014	$349M	$349M	9	2	n/a	n/a	n/a
2012	Mar 27, 2013	$308M	$308M	9	2	n/a	n/a	n/a
2011	May 7, 2012	$258M	$258M	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
1	0	1	0.0%	1	0	0	1	3

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	$830M	$910M	-8.8%	$611M	10.8%	14	18	3	5

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
STRATOS WEALTH PARTNERS, LTD	2	May 29, 2025	Mar 21, 2025	AVON, OH	Team lift out	RIA to ibd	16.7%

Relationships

Registered with (14)

← JAMES ROBERT VIKTORAAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← ALEXANDRA MARY NELSONAdvisorregistration: current employment
Feb 20, 2023 to presentfactForm ADV
← AYMAN SAIDIAdvisorregistration: current employment
Feb 25, 2022 to presentfactForm ADV
← Kevin KessenichAdvisorregistration: current employment
Jun 14, 2021 to presentfactForm ADV
← TRENT ROBERT OVERZETAdvisorregistration: current employment
Apr 14, 2021 to presentfactForm ADV
← David William MatuszakAdvisorregistration: current employment
Aug 31, 2018 to presentfactForm ADV
← FRANK JAMES PAVLICAAdvisorregistration: current employment
Dec 3, 2010 to presentfactForm ADV
← COLIN THOMAS KELLYAdvisorregistration: current employment
Dec 3, 2010 to presentfactForm ADV
← DOUGLAS JAMES STEPANSKYAdvisorregistration: current employment
Dec 3, 2010 to presentfactForm ADV
← ROBERT MICHAEL BYRNSAdvisorregistration: current employment
Mar 23, 2007 to presentfactForm ADV
← ROBERT ANTHONY BOVEAdvisorregistration: previous registration
Jun 10, 2021 to May 29, 2025factForm ADV
← STEPHEN JAMES DZURECAdvisorregistration: previous registration
Jun 10, 2021 to May 29, 2025factForm ADV
← Aric GordonAdvisorregistration: previous registration
Dec 26, 2023 to May 29, 2025factForm ADV
← WILLIAM CAMPBELL FERBERAdvisorregistration: previous registration
Feb 17, 2020 to May 16, 2023factForm ADV

Moved with (1)

→ STRATOS WEALTH PARTNERS, LTDRegistered adviser2 advisors, team lift out, same day
May 29, 2025 to Mar 21, 2025factForm ADV

Controls (2)

← STEPANSKY, DOUGLAS, JAMESOwnerCCO, ownership code B, individual
Feb 17, 2017 to Feb 19, 2024factForm ADV
← SAIDI, AYMANOwnerPRESIDENT, ownership code E, individual
Feb 17, 2017 to Feb 19, 2024factForm ADV

Dated events

Occurred
May 29, 2025
Team lift-out
2 advisors left Strategic Investment Solutions, Inc. (Avon, OH) for Stratos Wealth Partners, LTD on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
May 29, 2025
Advisor changed firm
Aric Gordon left Strategic Investment Solutions, Inc. for Stratos Wealth Partners, Ltd (registered 2025-03-21)
Form ADVobserved 4 days ago
Occurred
May 29, 2025
Advisor changed firm
Stephen James Dzurec left Strategic Investment Solutions, Inc. for Stratos Wealth Partners, Ltd (registered 2025-03-04)
Form ADVobserved 4 days ago
Occurred
May 29, 2025
Advisor changed firm
Robert Anthony Bove left Strategic Investment Solutions, Inc. for Stratos Wealth Partners, Ltd (registered 2025-02-28)
Form ADVobserved 4 days ago
Occurred
Feb 19, 2024
Regulatory AUM changed
Strategic Investment Solutions, Inc. reported RAUM $780.0M, up 28% from $611.0M (2023-02-20 to 2024-02-19)
Form ADVobserved 4 days ago
$169M
Occurred
May 16, 2023
Advisor changed firm
William Campbell Ferber left Strategic Investment Solutions, Inc. for True Wealth Design, Llc (registered 2023-04-06)
Form ADVobserved 4 days ago
Occurred
Feb 21, 2022
Control person left
Michael Robert Byrns (President) no longer on Schedule A of Strategic Investment Solutions, Inc. (listed 2021-03-19, absent 2022-02-21)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa1277fa-04f4-68d9-b24f-33eede348d65
First observed: Mar 16, 2012
Last observed: Feb 16, 2026 7 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.

STRATEGIC INVESTMENT SOLUTIONS, INC.

CRD 143128

ORLAND PARK, IL

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:fa1277fa-04f4-68d9-b24f-33eede348d65

Data as of Feb 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:08 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT MICHAEL BYRNS

Certified Financial Planner

ORLAND PARK, IL

FRANK JAMES PAVLICA

n/a

ORLAND PARK, IL

yes

COLIN THOMAS KELLY

n/a

ORLAND PARK, IL

yes

DOUGLAS JAMES STEPANSKY

Certified Financial Planner

ORLAND PARK, IL

yes

David William Matuszak

Certified Financial Planner

ORLAND PARK, IL

TRENT ROBERT OVERZET

n/a

ORLAND PARK, IL

yes

Kevin Kessenich

n/a

ORLAND PARK, IL | Oak Lawn, IL

n/a

AYMAN SAIDI

n/a

ORLAND PARK, IL

n/a

ALEXANDRA MARY NELSON

n/a

ORLAND PARK, IL

n/a

JAMES ROBERT VIKTORA

n/a

ORLAND PARK, IL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SAIDI, AYMAN

President

yes

01/2022

Feb 17, 2017

Feb 19, 2024

STEPANSKY, DOUGLAS, JAMES

Cco

yes

01/2017

Feb 17, 2017

Feb 19, 2024

City

State

Country

Employees

Also broker-dealer

Avon

United States

yes

Chicago

United States

yes

Inverness

United States

yes

BAY VILLAGE

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 16, 2026

$830M

n/a

2024

Feb 17, 2025

$910M

n/a

2023

Feb 19, 2024

$780M

n/a

2022

Feb 20, 2023

$611M

n/a

2021

Feb 21, 2022

$615M

n/a

2020

Mar 19, 2021

$525M

$430M

n/a

2019

Feb 17, 2020

$482M

n/a

2018

Feb 20, 2019

$410M

n/a

2017

Jan 26, 2018

$420M

n/a

2016

Feb 17, 2017

$332M

n/a

2015

Mar 4, 2016

$285M

n/a

2014

Mar 30, 2015

$377M

n/a

2013

Mar 24, 2014

$349M

n/a

2012

Mar 27, 2013

$308M

n/a

2011

May 7, 2012

$258M

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

$830M

$910M

-8.8%

$611M

10.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STRATOS WEALTH PARTNERS, LTD

May 29, 2025

Mar 21, 2025

AVON, OH

Team lift out

RIA to ibd

16.7%