Stroud Investment Consulting

Overview

Stroud Investment Consulting is an independent, owner-operated registered investment adviser formed in 2023 that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and operates with discretionary authority over client portfolios. Investment activity is tilted toward listed, liquid instruments—exchange-traded equities make up the largest allocation—while insurance products and income-oriented solutions are integrated through the firm’s insurance-brokerage capabilities. The adviser does not position itself as an ESG investor or a pension consultant and does not act as a capital allocator. Portfolios are built with a core equity orientation, supplemented by income and diversification tools. Given the small client base and concentrated asset pool, the firm appears to manage higher-average accounts on a personalized basis, pairing market exposure with insurance and real-estate-related allocations to address income, tax and balance-sheet considerations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices