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 operating since 2018. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and pension consulting services. Strategent charges clients through a mix of percentage-of-AUM fees, hourly billing, fixed fees and other fee arrangements. The firm does not identify as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 4DEBBIE 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
$149M in ETFs
73%
$109M
27%
$40.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $30M | 50,142 | 20.05% |
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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