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 owned by an individual. The firm is SEC-registered (registration in 2018) and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements and other fee types. The firm does not present itself 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$206M in ETFs
74%
$153M
26%
$53.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $38.6M | 55,056 | 18.74% |
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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