RIA Intel›Advisers›Texas›STRIVE ADVISORY, LLC

STRIVE ADVISORY, LLC

Advisory

N·DALLAS, TX

Data as of Jul 31, 2024 · Source: SEC Form ADV

Total AUM

—

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %—

Total Clients—

Team

Total Employees5

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record6

First FilingMay 15, 2023

Latest FilingJul 31, 2024

🔒 Full AUM trend chart and 6 historical filings spanning 1+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STRIVE ADVISORY, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.