Stride Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$197,115,873
Clients
524
Advisors
4
of 8 employees
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
Expertise
Occupation focus
Demographic focus
Fee options
$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)
$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
1925 N Clybourn Ave, Suite 301
Chicago IL 60614
Advisors at this office
4
Most active in
Arizona · California · Colorado · Florida · Illinois · Indiana · Maryland · Michigan · North Carolina · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Wisconsin
Also doing business as
@Financial Investments · At World Investments, LLC · Stride Investments, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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.
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.
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.
Aidan H
Series 65
Chicago, IL
Stride Investments, LLC
Aidan Herrick is a financial advisor at Stride Investments, LLC in Chicago, IL, holding a Series 65 designation with one year of industry experience. Prior to joining Stride Investments, he worked in education, including roles at Loras College, College of Lake County, Richmond-Burton Community High School, and Nippersink Middle School. He also has experience with Canlan Sports. Stride Investments, LLC manages approximately $200.9 million for about 524 clients, serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs a purpose-based investment approach that integrates fundamental, technical, and cyclical analysis to align portfolios with clients’ cash flow, risk capacity, and goals, offering ongoing asset management and coordinated financial planning services.
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