Strive Asset Management
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 322039
- Registered since
- June 21, 2022
- Website
- www.strivefunds.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.9%
- Pooled Investment Vehicles0.07%
- HNWI0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Strive Asset Management is a limited liability company that registered with the SEC in 2022. The firm reports an institutional client base and charges fees as a percentage of assets under management. Its stated advisory activities include portfolio management for individuals and small businesses, portfolio management for investment companies, and management of pooled investment vehicles. Strive identifies itself as not being an active ESG investor and does not operate as a multi-state adviser. The firm indicates use of third-party external managers for some strategies rather than acting as a capital allocator itself.
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
- Exchange Traded Equities100%
Owners & executives
3 of 4Don Mcardle
Chief Compliance OfficerCRD 2638974
Benjamin Pham
Chief Financial OfficerCRD 6672480
Matthew Cole
Chief Executive Officer & Chief Investment OfficerCRD 7634467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$341M in ETFs
89%
$304M
11%
$36.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $38.2M | 63,710 | 11.23% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 200 Crescent Ct
- Time zone
- CT (UTC-6)
- Office locations
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