Strongbox Wealth, LLC
Firm details
- Headquarters
- Lee's Summit, Missouri
- CRD number
- 304952
- Registered since
- August 8, 2019
- Website
- strongboxwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.19%
- Individuals17.83%
- Pension & Profit Sharing Plans3.75%
- Corporations / Businesses2.09%
- Charitable Organizations1.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Strongbox Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. Owned by an individual, the firm positions itself as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and its advisory services cover financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Strongbox is not an active ESG investor and does not presently operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities31%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds4%
- US Government Bonds3%
Contacts
3 of 4
Jonathan Garlow
Wealth AdvisorCRD 5847474
Kathy Postoak
Director of OperationsCRD 1855695
Charles Cooper
Managing PartnerCRD 2290910
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 142Active vs passive
$225M in ETFs
40%
$90.3M
52%
$134M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $31.3M | 618,387 | 13.92% |
Location
Lee's Summit, MO
Jackson
Location
Lee's Summit, MO
Headquartered in Lee's Summit, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 3470 Ne Ralph Powell Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Capital Investment Management, Inc
RIALee's Summit, MO
Bright Portfolios, LLC
RIALee's Summit, MO
Freedom Wealth Advisors, LLC
RIALee's Summit, MO
Derks Financial, LLC
RIALee's Summit, MO
Rise Retirement, LLC
RIALee's Summit, MO
LSA Tpm, LLC
RIALee's Summit, MO