Strategiq Funds, Inc.

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
4
Advisory reps
5

Firm details

Headquarters
San Antonio, Texas
CRD number
338557
Registered since
July 6, 2026
Fee structure
Percentage of AUM
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Strategiq Funds, Inc. is incorporated as an institutional registered investment adviser that appears to be newly established. The firm is owned by an individual and registered with the SEC in 2026. Its stated advisory focus is portfolio management for businesses or institutional clients. Compensation is on a percentage-of-assets-under-management basis. The firm is not identified as a capital allocator, does not list ESG as an active investing stance, and is not described as a pension consultant or a related adviser. Industry affiliations include connections with another investment adviser and an insurance company.

Assets & Accounts

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

2 of 2
  • David Shields

    David Shields

    Chief Executive OfficerCRD 6479001

  • William Gastl

    William Gastl

    Chief Operations OfficerCRD 2053860

Contacts

3 of 3
  • Jeffrey Smith

    Jeffrey Smith

    FounderCRD 4926961

  • James Jurica

    James Jurica

    Director of Financial PlanningCRD 6642911

  • Hunter Shields

    Hunter Shields

    Director of Business DevelopmentCRD 7840682

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
401 E Sonterra Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth