STRADA FINANCIAL GROUP LLC

Overview

Strada Financial Group LLC is an independent registered investment advisor focused on serving individuals and families with a mix of planning and discretionary portfolio management. The firm operates as a capital allocator, selecting third‑party managers when appropriate and offering financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements include percentage of assets under management and fixed fees, and the firm’s filings indicate they do not position themselves as an ESG‑focused investor. Investment activity is centered on equity exposure, with a clear preference for exchange‑traded instruments. The advisory approach appears to blend discretionary portfolio management with directed use of external managers for alternatives and specialized mandates. The firm maintains relationships with professional custodial infrastructure to support SMA and managed account activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices