Strava Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$90,975,126
Clients
67
Advisors
1
of 2 employees
About
Strava Financial serves individuals (including high-net-worth clients), trusts and businesses with comprehensive portfolio management, standalone financial planning and retirement plan consulting for employer plan sponsors. The firm manages approximately $92 million in client assets across roughly 67 clients and constructs portfolios using individual stocks, bonds, ETFs, options, mutual funds and other public and private securities.
The firm’s investment process draws on a wide set of analytical methods — fundamental, technical, quantitative, cyclical and sector analysis — and applies asset-allocation approaches ranging from strategic to tactical and core-satellite, with ongoing monitoring and periodic rebalancing. Fixed-income management includes explicit duration constraints, and the firm may employ alternative investments, margin and both long- and short-term trading where appropriate; comprehensive portfolio management engagements are primarily discretionary and reviewed at least quarterly.
What is distinctive for a single-advisor, supported firm is the combination of an active retirement plan consulting practice that accepts ERISA fiduciary responsibilities and a broader planning toolbox that extends into corporate-oriented services (for example, cost segregation studies, corporate-structure advice, mortgage/debt and tax planning). The firm’s use of quantitative techniques alongside access to alternative investments and explicit duration discipline in fixed-income portfolios is less common among peers of similar size.
Client services
Expertise
Fee options
Flat fees for financial planning and consulting ranging from $2,000 to $10,000
Hourly financial planning and consulting fees up to $300 per hour
Minimum fee: Minimum financial planning fee generally $2,000 Fee-only: Financial planning and consulting fees charged on hourly or flat fee basis; hourly fees up to $300, flat fees from $2,000 to $10,000
Main office
3045 E Thousand Oaks Blvd., Suite 350
Westlake Village CA 91362
Advisors at this office
1
Most active in
California
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.
Forms ADV
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