STRAUSS FINANCIAL GROUP

Overview

Strauss Financial Group operates as an independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses. Registered with the SEC in 2020, the firm combines fee-based asset management with hourly financial planning engagements, signaling a hybrid advice model that serves both ongoing investment relationships and project-based planning work. Its client base spans individual and family wealth as well as select institutional relationships, and the adviser does not position itself as an ESG-focused or pension consulting specialist. Investment activity centers on public market pooled vehicles—chiefly mutual funds—supplemented by third‑party alternative fund allocations. That mix suggests a construction philosophy that leans on external managers and commingled funds for core exposure while using alternative managers to add non‑correlated sources of return and income. Custody concentration at a major broker‑dealer custodian supports a model built around scalable fund-based portfolios rather than large numbers of direct equity positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices