STRAVA FINANCIAL, LLC

RIASEC RegisteredEst. 2019

Total AUM

$92.4M

Discretionary

$85.1M

92% of AUM

Avg account

$544K

Accounts

170

Employees

Advisory reps

Firm details

Headquarters: WESTLAKE VILLAGE, California
CRD number: 304263
Registered since: November 1, 2019
Website: www.stravafinancial.com
Custodians: CHARLES SCHWAB & CO., INC., EQUITY TRUST ADVISORS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.65%
Individuals18.78%
Pension & Profit Sharing Plans1.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Strava Financial, LLC is an independent registered investment adviser founded in 2019 and organized as a limited liability company under individual ownership. The adviser serves both high-net-worth individuals and institutional clients, providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. Investment activity centers on publicly traded equities as the primary allocation preference. The firm uses a mix of discretionary portfolio management and advisory relationships, favoring liquid, exchange-traded instruments for core exposure while also accessing less liquid strategies through third-party managers. Strava Financial is not positioned as a capital allocator; instead, it taps external alternative asset managers for private-market and hedge fund exposures. The firm does not report active ESG integration as a primary driver of investment selection.