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Stride Investments, LLC

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Client assets under management

$197,115,873

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Clients

524

15% high-net-worth

Advisors

3

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

175

Very High

Average account size

$376,175

About

Stride Investments, LLC is a fee‑based investment adviser that manages about $200.9 million for roughly 524 clients and serves individuals (including high‑net‑worth clients) as well as retirement plan sponsors. The firm provides ongoing asset management (discretionary and non‑discretionary), limited‑scope ERISA 3(21) plan advisory, and refers or coordinates non‑investment financial planning and insurance services through its affiliated financial/insurance entity.

The firm’s advice is built around individualized Retirement Income Summaries and a purpose‑based investment approach that combines fundamental, technical and cyclical analysis to align portfolios with clients’ cash‑flow, risk capacity and specific goals; account reviews are performed at least quarterly. Stride may hire unaffiliated sub‑advisers to manage portions of client accounts and also offers one‑time Strategic Tax Planning consultations and Estate Planning Coordination using a third‑party digital platform, with clear limits that these services are not tax preparation or legal advice.

Noteworthy distinctions include the firm’s affiliation with an insurance agency and the fact that its investment adviser representatives may also be licensed insurance agents who receive commissions for insurance and annuity sales, a conflict the brochure discloses and says is managed through written disclosures and internal policies. The firm also discloses a minority ownership interest in the parent of a sub‑advisor it may use and describes monitoring and disclosure practices for those relationships, reflecting a small advisory team that combines asset management with affiliated non‑investment services.

Client services

Portfolio management Pension consulting Sub-advisors

Expertise

Retirement income strategy Social Security optimization Roth conversion strategy

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement Established Professionals

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Fee options

Fixed

$2,500 one-time fee for Strategic Tax Planning Consultation (waived if engaged for asset management); $1,750 or $1,000 depending on client circumstances for Estate Planning Coordination, with $1,000 per amendment fee for future revisions (waivable)

Percentage

$0+: Up to 0.90% annually for asset management without sub-advisors $0+: Up to 0.90% annually for discretionary asset management with sub-advisors (Sound Income Strategies, LLC and Polaris Greystone Financial Group, LLC)

Main office location

Stride Investments, LLC

1925 N Clybourn Ave, Suite 301

Chicago IL 60614, United States

Number of offices

1

Most active in

More info

Arizona · California · Colorado · Florida · Illinois · Indiana · Maryland · Michigan · North Carolina · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 312-767-9166

Advisors at this firm

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Samuel M

Series 65

Chicago, IL

Stride Investments, LLC

Samuel McElroy is a financial advisor at Stride Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Stride Investments since 2013, with prior roles at Stride Financial and as owner of McElroy Financial. Outside of advisory services, he serves as Chief Operating Officer of Stride Financial, an insurance and planning services firm. Stride Investments provides fee-based investment management to individuals, high-net-worth clients, corporate accounts, and retirement plans. The firm focuses on purpose-based investing and retirement-income planning, using proprietary tools to assess goals and risk, and offers both discretionary and non-discretionary portfolio management.

Retirement income strategy Social Security optimization Roth conversion strategy Founder/Business Owner Executive Approaching retirement Established Professionals
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Daniel C

Series 66

Chicago, IL

Stride Investments, LLC

Daniel Carroll is a financial advisor at Stride Investments, LLC in Chicago, IL, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of advising, he is also licensed to sell insurance and spends a portion of his time on insurance sales and services. Stride Investments, LLC provides fee-based investment management to individuals, high-net-worth clients, corporate accounts, and retirement plans. The firm focuses on purpose-based investing and retirement-income planning, using proprietary tools to document goals and asset allocation, and offers both discretionary and non-discretionary portfolio management.

Retirement income strategy Social Security optimization Roth conversion strategy Founder/Business Owner Executive Approaching retirement Established Professionals
user avatar

Joseph B

Series 65

Chicago, IL

Stride Investments, LLC

Joseph Bianchi is a financial advisor at Stride Investments, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years. His background also includes roles at DePaul University, Triton College, and the Village of Rosemont. Stride Investments, LLC provides fee-based investment management to individuals, high-net-worth clients, corporate accounts, and retirement plans, emphasizing purpose-based investing and retirement-income planning through proprietary tools and regular portfolio reviews. The firm manages assets directly and may appoint sub-advisers, coordinating non-investment services through its affiliated insurance and planning business.

Retirement income strategy Social Security optimization Roth conversion strategy Founder/Business Owner Executive Approaching retirement Established Professionals
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