Strong Retirement Solutions
Firm details
- Headquarters
- ,
- CRD number
- 335968
- Registered since
- May 1, 2025
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI47.36%
- Individuals46.88%
- Pension & Profit Sharing Plans5.37%
- Charitable Organizations0.3%
- Corporations / Businesses0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Strong Retirement Solutions is an independent, owner-operated registered investment adviser organized as an LLC that serves both individual and institutional clients. The firm positions itself as a capital allocator and adviser, offering financial planning, portfolio management for individuals and small businesses, and the ability to select and oversee third-party managers. It uses a mix of fee arrangements—percentage of assets under management, hourly charges, and fixed fees—so engagements can be structured for ongoing portfolio oversight or discrete planning work. The firm reports a clear equity preference and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Amber Augspurger
Chief Operations OfficerCRD 8066838
Contacts
3 of 5Caleb Graybeal
Investment Advisor RepresentativeCRD 8155654

Kevin Pummill
Investment Advisor RepresentativeCRD 7520913

Jason Strough
Investment Advisor RepresentativeCRD 7269494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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