Strategent Financial, LLC
Firm details
- Headquarters
- Harrisonburg, Virginia
- CRD number
- 148173
- Registered since
- January 22, 2018
- Website
- www.strategentfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI93.81%
- Individuals5.06%
- Corporations / Businesses0.69%
- Charitable Organizations0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Strategent Financial, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. The firm is owned by an individual and serves both individual/family and institutional clients. Its ADV lists a mix of fee arrangements — percentage of AUM, hourly and fixed fees, and other fee types — and advisory capabilities that include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services (the ADV also shows a Pension Consultant flag set to No). The firm is not flagged as an active ESG investor, is not a multi-state adviser per the snapshot, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Debbie Byerly
Operations ManagerCRD 5356353
Andrew Lam
Financial AdvisorCRD 6869794
Abram Shearer
PartnerCRD 5204820
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$176M in ETFs
73%
$129M
27%
$47.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $35.4M | 51,581 | 20.10% |
Location
Harrisonburg, VA
Harrisonburg City
Location
Harrisonburg, VA
Headquartered in Harrisonburg, VA, anchoring the Harrisonburg-Staunton, VA metro in the South.
- Metro area
- Harrisonburg-Staunton, VA
- Region
- South
- County
- Harrisonburg City
- Address
- 185 Neff Ave
- Time zone
- ET (UTC-5)
- Office locations
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