firm profile

Strategic Investment Management, LLC

RIA Arlington, VA CRD 104862 Last verified October 2026

Overview

Strategic Investment Management, LLC is an SEC registered investment adviser based in Arlington, VA, registered since 1988. It reports $35.5B in assets under management across 87 accounts, with 94 employees.

Reported AUM: $35.5B
Discretionary: 96%
Accounts: 87
Average account: $408M
Employees: 94
Registered since: 1988
Jurisdictions: 1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services: Individuals or Small Business
Pension Consulting
Portfolio Management for Businesses or Institutional Clients
Selection of Other Advisors
Client types: Charities and Non-Profits
Pension/Profit Sharing Plan
Pooled Investment Vehicles
Fee structure: Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 8

Nicole Wellmann Kraus President, Chief Client Officer, Elected Manager CRD 2518076
Melissa Lynn Lynch Chief Compliance Officer CRD 5119727
Dierk Allen Flemming General Counsel, Director CRD 6171067

5 more executive officers, with direct contact details

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Location

Headquarters: 1001 19th St N Fl 16
Arlington, VA 22209
County: Arlington
Metro area: Washington-Arlington-Alexandria, DC-VA-MD-WV
Region: South

Registrations

SEC registered
Registered in 1 jurisdiction
Website: ocio.com

Every state, with registration dates

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