Strategent Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$370,536,395
Clients
134
Advisors
4
of 6 employees
About
Strategent Financial, LLC primarily serves individual and family clients and also provides advisory services to retirement plan sponsors, trusts, estates, and corporations. Its offerings include discretionary portfolio management within a broader wealth management relationship, standalone financial planning engagements, and retirement plan consulting and participant education.
The firm emphasizes strategic asset allocation and modern portfolio theory, building portfolios with institutional no‑load mutual funds, ETFs, and, in limited circumstances, individual securities or private funds; investment plans are developed through ongoing client discussions and portfolios are reviewed at least quarterly. Strategent typically implements accounts on a discretionary basis and leverages a recommended custodian relationship to access institutional trading, custody, and reporting services.
Strategent operates as a fee‑only adviser with a relatively small senior team—four advisors—managing roughly $375 million across about 134 client relationships, indicating a focus on fewer, higher‑net‑worth households and employer-sponsored plans. Its brochure also discloses several distinguishing practices: serving as an ERISA 3(21) fiduciary for retirement plans, offering guidance on pledged‑asset or margin lending (with attendant conflicts), providing ad‑hoc business consulting, and receiving institutional support from its primary custodian, which the firm identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Fixed annual fees may be offered for retirement plan advisory services, fees are negotiable
$0 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $6,000,000: 0.40% $6,000,001+: 0.30%
Financial planning billed at $250 per hour
Account minimum: $800,000 Minimum fee: Minimum annual fee of $10,000 for wealth management services; minimum annual fee of $5,000 for retirement plan advisory services Fee-only: Fee-only financial services; no commissions or other compensation accepted
Main office
185 Neff Avenue, Suite 102
Harrisonburg VA 22801
Advisors at this office
4
Most active in
Texas · Virginia
Also doing business as
Strategent Financial · Strategent Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Andrew L
CFP®, CFA®, Series 63, Series 66
Harrisonburg, VA
Strategent Financial, LLC
Andrew Lam is a CFP® and CFA® with eight years of industry experience. He has worked at Strategent Financial, LLC since 2022 and previously spent five years at Dimensional Fund Advisors. Lam also has a background in academia from his time at the University of Virginia. Strategent Financial, LLC serves individual and family clients, as well as retirement plans, trusts, estates, and corporations. The firm focuses on strategic asset allocation and modern portfolio theory, using institutional no-load mutual funds, ETFs, and select individual securities or private funds in discretionary portfolio management and financial planning.
Debbie B
Series 65
Harrisonburg, VA
Strategent Financial, LLC
Debbie Byerly is a financial advisor at Strategent Financial, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Capitol Family Office, Inc. and Byerly Wealth Management. Outside of her advisory role, she is a group fitness instructor at Sentara Wellness Center and serves as a committee member for the Town of Bridgewater Industrial Development Authority. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and other entities. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost funds, global diversification, and tax efficiency, while offering discretionary portfolio management and financial consulting.
Abram S
CFP®, Series 65, Series 66
Harrisonburg, VA
Strategent Financial, LLC
Abram Shearer is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Strategent Financial, LLC since 2015. He previously worked at Ameriprise from 2010 to 2011. Strategent Financial primarily serves individual and family clients, as well as retirement plan sponsors, trusts, estates, and corporations. The firm emphasizes strategic asset allocation and modern portfolio theory, offering discretionary portfolio management, financial planning, and retirement plan consulting.
Dale L
CFP®, PFS™, Series 65
Harrisonburg, VA
Strategent Financial, LLC
Dale Lam is a CFP® and PFS™ with 18 years of experience, currently serving as an advisor at Strategent Financial, LLC in Harrisonburg, Virginia. He has been with Strategent Financial since 2008. Outside of advising, Mr. Lam manages activities related to a family-owned commercial office building through a real estate limited liability company. Strategent Financial primarily serves individual and family clients along with retirement plan sponsors, trusts, estates, and corporations. The firm focuses on strategic asset allocation and modern portfolio theory, offering discretionary portfolio management, financial planning, and retirement plan consulting.
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