A complete list of active advisors currently associated with Strive Asset Management, LLC

Warmer can help you find a great advisor at Strive Asset Management, LLC or one who fits your needs even better.

Strive Asset Management, LLC provides discretionary investment supervisory services to a very small client base, concentrating on individuals identified as high‑net‑worth rather than non‑HNW retail clients. The firm documents client goals in an Investment Policy Statement and reports roughly $4.13 million in discretionary assets across three client accounts. The adviser employs fundamental analysis and both long‑term and short‑term trading, generally investing in equities, ETFs, and REITs and occasionally recommending alternative investments. It operates as a solo practitioner, charges percentage‑of‑assets fees, and routes custody and execution through a specified broker‑dealer relationship that supplies institutional custody and research services. Distinctive features include the firm’s very limited number of client relationships and its stated focus away from non‑HNW individual clients, alongside disclosure that the principal spends the majority of their time in an unrelated healthcare business. The firm also discloses receiving research and other services from its custodian (soft‑dollar benefits), often aggregates trades across accounts, and relies on custodian statements rather than producing separate account reports.

To learn more about the advisors currently working at Strive Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.