Strive Asset Management
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 322039
- Registered since
- June 21, 2022
- Website
- www.strivefunds.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.9%
- Pooled Investment Vehicles0.07%
- HNWI0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Strive Asset Management is a limited liability company organized as an institutional registered investment adviser. The firm is SEC-registered (registration effective 2022) and charges clients fees as a percentage of assets under management. Although classified as an institutional RIA, its ADV lists portfolio management across a range of client types, including individuals and small businesses, investment companies, and pooled investment vehicles. The firm is not identified as an active ESG investor and does not operate as a multi-state or pension consultant adviser per its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
3 of 4Don Mcardle
Chief Compliance OfficerCRD 2638974
Benjamin Pham
Chief Financial OfficerCRD 6672480
Matthew Cole
Chief Executive Officer & Chief Investment OfficerCRD 7634467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$171M in ETFs
89%
$152M
11%
$18.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $38.2M | 63,710 | 22.43% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 200 Crescent Ct
- Time zone
- CT (UTC-6)
- Office locations
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