Strivent Financial

Overview

Strivent Financial is a small, independent registered investment adviser focused on serving individual and family clients. The firm blends financial planning with portfolio management and offers ancillary services such as pension consulting and educational workshops. Investment activity centers on pooled public funds and mutual funds rather than direct-stock concentrated portfolios; the firm is not an active ESG investor and does not present itself as a multi-state or institutional pension consultant. Ownership is at the individual level and the adviser does not function as a broad capital allocator—third-party fund managers are used where needed, especially in alternatives. In practice Strivent leans toward managed, fund-based solutions and separately managed accounts for client portfolios, applying discretionary authority across the bulk of assets while maintaining some non-discretionary relationships. Fee arrangements are flexible: percentage-of-AUM engagements are offered alongside hourly, fixed-fee, and other billing structures, allowing the firm to tailor advice and management to smaller-family and individual needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices