Strategence Capital LLC

Overview

Strategence Capital LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm is owned by an individual and is organized as a hybrid that combines insurance brokerage with advisory services. Public records list financial planning and pension consulting among its advisory activities, and its stated fee arrangements include both percentage-of-AUM and fixed-fee structures. Strategence does not identify as an active ESG investor and is not listed as a multi-state adviser or a capital allocator. The combination of insurance brokerage and advisory work suggests the firm may pursue a mix of insurance-based solutions alongside fee-based planning engagements. The firm is classified as unclassified in the available snapshot and is not shown as related to another adviser.

Assets & Accounts

Location & Offices