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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

STRATEGIC INTERNATIONAL

STRATEGIC INTERNATIONAL LIMITED, CRD 287914

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:ff780799-89c0-19ff-dd7f-aa4ee56933b0

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 7, 2017 to Mar 30, 2026
17 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $176,870Item 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $176,870
Private client RAUM: $176,870derivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $176,870derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Individual clients: 2
High net worth clients: 0
SEC number: 801-110143
CRD: 287914
Filings on the tape: 17
First filed: Mar 7, 2017
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, OH
Website: strategic.international

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
TAYLOR LOVELL SHOCKEY	n/a	Bentleyville, OH	0	10	3	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CRANBERI INVESTMENT GROUP I	Hedge Fund	$2.3M	Mar 29, 2024	8	Mar 10, 2018	reported	n/a

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
SHOCKEY, TAYLOR, LOVELL	MANAGING MEMBER, MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER	E	yes	02/2017	Mar 7, 2017	Mar 29, 2024

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 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$176,870	$176,870	1	1	n/a	n/a
2024	Mar 31, 2025	$6.8M	$6.8M	1	1	1	n/a
2023	Mar 29, 2024	$7.1M	$7.1M	1	1	1	$2.3M
2022	Mar 27, 2023	$6.4M	$6.4M	1	1	1	$2.4M
2021	Feb 2, 2022	$7.6M	$7.6M	1	1	1	$2.4M
2020	Mar 4, 2021	$5.6M	$5.6M	1	1	1	$1.8M
2019	Mar 10, 2020	$4.4M	$4.4M	1	1	1	$1.5M
2018	Mar 6, 2019	$4.3M	$4.3M	1	1	1	$1.4M
2017	Mar 10, 2018	$4.8M	$4.8M	1	1	1	$1.5M

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	0	0	0.0%	0	0	0	0	0

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	$176,870	$6.8M	-97.4%	$6.4M	-69.8%	1	1	0	0

Relationships

Registered with (1)

← TAYLOR LOVELL SHOCKEYAdvisorregistration: previous registration
Jan 17, 2023 to Dec 31, 2024factForm ADV

Advises (1)

→ CRANBERI INVESTMENT GROUP IPrivate fundHedge Fund, IA
Mar 10, 2018 to presentfactForm ADV

Controls (1)

← SHOCKEY, TAYLOR, LOVELLOwnerMANAGING MEMBER, MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 7, 2017 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 7, 2017
First Form ADV filing
Strategic International filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff780799-89c0-19ff-dd7f-aa4ee56933b0
First observed: Mar 7, 2017
Last observed: Mar 30, 2026 5 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 INTERNATIONAL

STRATEGIC INTERNATIONAL LIMITED, CRD 287914

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:ff780799-89c0-19ff-dd7f-aa4ee56933b0

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:39 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TAYLOR LOVELL SHOCKEY

n/a

Bentleyville, OH

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CRANBERI INVESTMENT GROUP I

Hedge Fund

$2.3M

Mar 29, 2024

Mar 10, 2018

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SHOCKEY, TAYLOR, LOVELL

MANAGING MEMBER, MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER

yes

02/2017

Mar 7, 2017

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$176,870

n/a

2024

Mar 31, 2025

$6.8M

n/a

2023

Mar 29, 2024

$7.1M

$2.3M

2022

Mar 27, 2023

$6.4M

$2.4M

2021

Feb 2, 2022

$7.6M

$2.4M

2020

Mar 4, 2021

$5.6M

$1.8M

2019

Mar 10, 2020

$4.4M

$1.5M

2018

Mar 6, 2019

$4.3M

$1.4M

2017

Mar 10, 2018

$4.8M

$1.5M

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

$176,870

$6.8M

-97.4%

$6.4M

-69.8%