Strong Investment Management, LLC

RIASEC RegisteredEst. 2026

Total AUM

$112M

Discretionary

$96.9M

87% of AUM

Avg account

$175K

Accounts

638

Employees

Advisory reps

Firm details

Headquarters: Canton, Ohio
CRD number: 289309
Registered since: August 7, 2026
Website: strongim.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI49.47%
Individuals44.56%
Pension & Profit Sharing Plans5.71%
Corporations / Businesses0.27%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Strong Investment Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients and institutional investors, offering fee arrangements that include a percentage of assets under management and fixed fees. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Strong Investment Management does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or related adviser.