DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Strategic Advisory Partners
Legal name Strategic Advisory Partners, LLC
Latest filing Mar 25, 2026
First filing on the tape Jul 2, 2025 · 2 filings
SEC status approved since Jul 31, 2025
RAUM
$191M
reported, Item 5.F
Discretionary
84%
of RAUM
Private clients
82%
$158M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$47.9M
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$191M as of Mar 25, 2026
Jul 2, 2025$124M then
HNW client RAUM$121M as of Mar 25, 2026
Jul 2, 2025$63.7M then
State-registered IARs (5.B.3)4 as of Mar 25, 2026
Jul 2, 20253 then
Employees (5.A)8 as of Mar 25, 2026
Jul 2, 20253 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $47.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 83derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $231,200derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 84%derivedof RAUM
- Institutional
- 17%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Wrap fee program
- $161MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$121M63%
- Individuals$36.6M19%
- Pension and profit-sharing plans$33.4M17%
- Corporations and businesses$383,4810.2%
- Individual clients
- 260reported
- HNW clients
- 73reported
- Pension plan clients
- 11reported
- Charitable clients
- n/areported
- Accounts
- 828reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.82 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Blaise StevensCertified Financial Planner, Chartered Financial Consultant | Greensboro, Nc | Aug 18, 2021 | 18 y | 3 |
| Christopher Rogan Harris | Greensboro, Nc | May 4, 2022 | 13 y | 0 |
| Roy Anthony Hyde | Greensboro, Nc | Dec 9, 2022 | 10 y | 0 |
| Erica Rohlfing LyallCertified Financial Planner | Greensboro, Nc | Oct 14, 2025 | 25 y | 7 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Caleb Marsh to Foguth Wealth Management, LLC.May 28, 2024 · RIA to RIA
Joined, latest
- Erica Rohlfing Lyall from Modera Wealth Management, LLCOct 14, 2025 · RIA to RIA
- Caleb Marsh from Morgan StanleyFeb 28, 2022 · Wirehouse to independent RIA
- Blaise Stevens from Spartan Planning GroupAug 18, 2021 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Blaise Stevens · Managing Member, Chief Compliance Officercontrolsince 05/2021 · owns 50% to 75%
- Leigh Pitcock Brittne Stevens · Membercontrolsince 07/2025 · owns 25% to 50%
- Rogan Christopher Harris · Member/Ciosince 07/2025 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Greensboro, Nc · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 25, 2026selection of other advisers (Item 5.G.7): yes on the filing of 2025-07-02, no on the filing of 2026-03-25peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 709 to 828Jul 2, 2025 to Mar 25, 2026
- Advisory employees · 3 to 4Jul 2, 2025 to Mar 25, 2026
- Advisory activities · 4 to 3Jul 2, 2025 to Mar 25, 2026
- Corporate clients · 1 to 2Jul 2, 2025 to Mar 25, 2026
- HNW clients · 53 to 73Jul 2, 2025 to Mar 25, 2026
- Individual clients · 220 to 260Jul 2, 2025 to Mar 25, 2026
- Employees · 3 to 8Jul 2, 2025 to Mar 25, 2026
- State-registered IARs · 3 to 4Jul 2, 2025 to Mar 25, 2026
- Discretionary RAUM · $98.3M to $161MJul 2, 2025 to Mar 25, 2026
- HNW RAUM · $63.7M to $121MJul 2, 2025 to Mar 25, 2026
- Individual RAUM · $31.0M to $36.6MJul 2, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $25.9M to $30.1MJul 2, 2025 to Mar 25, 2026
- Pension RAUM · $29.3M to $33.4MJul 2, 2025 to Mar 25, 2026
- RAUM · $124M to $191MJul 2, 2025 to Mar 25, 2026
Signals
1 dated events
- Caleb Marsh left Strategic Advisory Partners for Foguth Wealth Management, Llc. (registered 2026-01-06)May 28, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 336-790-2650reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- strategicadvisorypartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 336-790-2560reportedpublic record, Form ADV, Mar 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $47.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026