Able & Strong Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,613,847
Clients
65
Advisors
3
of 3 employees
About
Able & Strong Advisors provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), as well as institutions, pension plans, endowments, foundations and pooled investment vehicles. The firm offers discretionary and non‑discretionary portfolio management across several managed "Path" portfolios and provides retirement income and drawdown planning as part of its planning services.
The firm uses a proprietary Path Management process that relies on internal market‑verification metrics—including equity market momentum, Federal Reserve policy, and long‑term interest‑rate momentum—to shift exposure among asset and sub‑asset classes, then applies fundamental analysis to identify undervalued securities (with equity holdings typically targeted for three‑to‑five year holds). For fixed income, the firm generally uses ETFs and mutual funds for diversification and conducts due diligence on fund managers and individual securities when purchased.
Noteworthy for a firm of its size, the principals serve as trustees and investment committee members for multiple registered and interval funds (including private equity and private debt vehicles) and disclose that client accounts may be invested in those funds when appropriate. The firm is also affiliated with an operating law practice and a separate financial education business, and it explicitly provides advice and plan‑level fund selection for pension plans and pooled vehicles—features that distinguish its service mix from many peers.
Client services
Expertise
Fee options
Negotiable based on amount of assets and portfolio chosen; see portfolio-specific fees below
Account minimum: $100,000
Main office
380 N. 200 W. #102
Bountiful UT 84010
Advisors at this office
3
Most active in
Utah
Also doing business as
Able & Strong Advisors, Inc. · Crossroads Investment Advisors, LLC · Verapath Global Investing LLC · Verapath Global Investing, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Quick links
Advisors at this firm
Sarah C
Series 65
Bountiful, UT
Able & Strong Advisors, Inc.
Sarah Cox is a financial advisor with Able & Strong Advisors, Inc. She holds a Series 65 designation and has five years of industry experience. She is also the president of Imagine Personal Finance LLC, a financial coaching practice unrelated to investment advising. Able & Strong Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans, endowments, and foundations. The firm employs a proprietary Path Management process to adjust portfolio exposures based on market metrics and fundamental analysis, offering both discretionary and non-discretionary management across several managed portfolios.
Kent M
CFA®, Series 65
Bountiful, UT
Able & Strong Advisors, Inc.
Kent Misener is a CFA® charterholder with 21 years of industry experience. He has worked at Able & Strong Advisors, Inc. since 2018 and previously spent 15 years at Verapath Global Investing, LLC. He also has a long-standing affiliation with Intermountain Healthcare dating back to 1997. Mr. Misener serves as an independent trustee on the boards of several mutual funds, including the Longleaf Partners series, FS MVP private equity fund, and KMV private debt fund. Able & Strong Advisors provides discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, pension plans, trusts, endowments, foundations, and pooled investment vehicles. The firm employs its internally developed Path Management framework, which uses market-verification metrics to guide asset allocation and focuses on securities trading below estimated intrinsic value with multi-year holding periods.
Gregory M
Series 65
Bountiful, UT
Able & Strong Advisors, Inc.
Gregory Misener is a financial advisor with Able & Strong Advisors, Inc., holding a Series 65 designation and 20 years of industry experience. He has been with Able & Strong Advisors since 2018 and serves as president of Able & Strong Law, Inc., a law firm providing legal services for individuals with disabilities and their families. Prior to this, he worked at Verapath Global Investing, LLC for 15 years. Able & Strong Advisors offers investment advisory and financial planning services to individuals, institutions, pension plans, endowments, and pooled investment vehicles. The firm employs a proprietary Path Management process to adjust asset exposure based on market-verification metrics and uses fundamental analysis for security selection.
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