Strategia Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Strategia Investments, LLC provides a single, stock-only portfolio management service to both individual and institutional clients and does not offer additional financial products or advisory services. Prospective clients are screened using a 15-question suitability questionnaire and must meet the firm's threshold before onboarding.
The firm uses a fundamental, valuation-driven investment process—screening on metrics like P/E and ROE, conducting in-depth company analysis, and applying discounted cash flow and comparable valuations—with a long-term buy-and-hold orientation and the Russell 2000 as its benchmark. Strategia operates on a non-discretionary basis, presenting trade recommendations for client approval prior to execution and maintaining client assets with a single designated custodian.
Noteworthy aspects that distinguish the firm include its single, non-customized model portfolio managed exclusively by the firm’s investment officer, a block-trading and client-authorization workflow that proceeds after an 80% client response threshold or a 24-hour window, and internal-only performance calculations that are not routinely distributed unless requested. The firm also directs all brokerage to one custodian, a practice that can limit execution flexibility compared with managers that shop orders among multiple brokers.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
2% annually (charged monthly at 0.167% per month)
Account minimum: $5,000
Main office location
Strategia Investments, LLC
473 East 1600 South
Orem UT 84058, United States
Number of offices
1
Most active in
Strategia Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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