Strive Asset Management

RIASEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$158M
Accounts
15
Employees
33
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
322039
Registered since
June 21, 2022
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

FINTRX

Overview

Strive Asset Management is a limited liability company organized as an institutional registered investment adviser. The firm is SEC-registered (registration effective 2022) and charges clients fees as a percentage of assets under management. Although classified as an institutional RIA, its ADV lists portfolio management across a range of client types, including individuals and small businesses, investment companies, and pooled investment vehicles. The firm is not identified as an active ESG investor and does not operate as a multi-state or pension consultant adviser per its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 4
  • Don Mcardle

    Chief Compliance OfficerCRD 2638974

  • Benjamin Pham

    Benjamin Pham

    Chief Financial OfficerCRD 6672480

  • Matthew Cole

    Matthew Cole

    Chief Executive Officer & Chief Investment OfficerCRD 7634467

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 44

Active vs passive

$171M in ETFs

Passive

89%

$152M

Active

11%

$18.1M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$38.2M63,71022.43%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth