STRIVE FINANCIAL GROUP, LLC

Overview

Strive Financial Group, LLC is an independent, SEC-registered registered investment adviser that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services, indicating a mix of advisory and product-distribution activities. Compensation is flexible: clients may be charged a percentage of assets under management, fixed fees, and in some cases commissions. The firm does not describe itself as a capital allocator and is not positioned as an ESG-focused adviser. Its regulatory profile indicates a single-state registration footprint rather than a multi-state advisory platform. Service delivery appears oriented toward directly managing client portfolios and providing planning and insurance solutions rather than operating as a manager-of-managers or pension consultant.

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