STRIVE RETIREMENT GROUP

Overview

Strive Retirement Group is an independent, individual-owned RIA organized as an LLC. The firm describes itself as a capital allocator that primarily serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. It also provides pension consulting and the selection of other advisers. Its fee options include a percentage of assets under management plus hourly and fixed-fee arrangements. Strive does not position itself as an ESG-driven investor. The firm is registered with the SEC (registration year listed as 2025) and operates under a mix of fee models that accommodate both ongoing advisory mandates and project-based work. The business model emphasizes working with external managers when relevant rather than running extensive in-house alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices