Strong Retirement Solutions

RIASEC RegisteredEst. 2025
Total AUM
$166M
Discretionary
$166M
100% of AUM
Avg account
$176K
Accounts
944
Employees
8
Advisory reps
6

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Amber Augspurger

    Amber Augspurger

    Chief Operations OfficerCRD 8066838

Contacts

3 of 5
  • Caleb Graybeal

    Caleb Graybeal

    Investment Advisor RepresentativeCRD 8155654

  • Kevin Pummill

    Kevin Pummill

    Investment Advisor RepresentativeCRD 7520913

  • Jason Strough

    Jason Strough

    Investment Advisor RepresentativeCRD 7269494

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth