Wealth Manager
    SEC Registered
    Manages Private Funds

    Strategic Wealth Investment Group, LLC

    Registered investment advisor · Louisville, Kentucky · CRD #165474

    Assets Under Management
    $1.4B
    Client Accounts
    8,606
    Employees
    88
    CRD Number
    165474
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Strategic Wealth Investment Group, LLC

    Strategic Wealth Investment Group, LLC, founded in 2002, is an investment advisory firm based in Louisville, Kentucky, offering financial planning, portfolio management, and investment strategies using various analysis methods. The firm provides comprehensive services including tax management, insurance policies, and private equity.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Strategic Wealth Investment Group, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Strategic Wealth Investment Group, LLC's AUM?

    Strategic Wealth Investment Group, LLC reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Strategic Wealth Investment Group, LLC headquartered?

    Strategic Wealth Investment Group, LLC is headquartered in Louisville, Kentucky.

    What is Strategic Wealth Investment Group, LLC's CRD number?

    Strategic Wealth Investment Group, LLC's CRD number is 165474. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Strategic Wealth Investment Group, LLC manage?

    Strategic Wealth Investment Group, LLC manages approximately 8,606 client accounts according to its latest SEC filing.

    Is Strategic Wealth Investment Group, LLC SEC registered?

    Yes, Strategic Wealth Investment Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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