Data / Investment advisers / Michigan / Strategic Wealth Advisors Group, Inc.
Strategic Wealth Advisors Group, Inc., Utica, MI: $207 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Strategic Wealth Advisors Group, Inc. is an SEC registered investment adviser with its main office in Utica, Michigan and reports $207 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include individuals and high net worth individuals. It is paid through hourly charges, fixed fees and other fees.
The request: Watch Strategic Wealth Advisors Group, Inc. (CRD number 285863): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 285863
- SEC file number
- 801-130149
- SEC status
- Approved, effective April 25, 2024
- Main office
- 8667 Hall Road, Utica, MI 48317
- Phone
- (586) 203-2275
- Website
- swaganalysis.com
- Regulatory AUM
- $206,664,688 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $206,664,688
- Accounts
- 1,270
- Employees
- 13, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- hourly charges, fixed fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 471 | $116.4 million |
| High net worth individuals | 73 | $90.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $206.7 million | March 30, 2026 |
| December 1, 2025 | $140.2 million | March 27, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Northern Edge Wealth Management | Marquette | $246.9 million | Not listed | adviserinfo.sec.gov |
| Clear Ridge Wealth Management, LLC | Kalamazoo | $244.6 million | Not listed | adviserinfo.sec.gov |
| Pinnacle Wealth Management Group, Inc. | Plymouth | $243.7 million | Not listed | adviserinfo.sec.gov |
| English Capital Management LLC | Bloomfield Hills | $241.1 million | 1 | adviserinfo.sec.gov |
| Richmond Brothers, Inc. | Jackson | $240.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Strategic Wealth Advisors Group, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.