Daytona Beach, FL 132 W. International Speedway Blvd Suite 65 Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Strive Retirement Group
Supported
Firm-wide stats for Strive Retirement Group
Total advisors
3Clients per advisor
5 Very LowAvg AUM per client
$434,611 LowHNW client ratio
14% LowAbout
Strive Retirement Group provides portfolio management, pension consulting (including 401(k) plan services), and financial planning to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. The firm is a small team of three advisors serving a limited client base (14 clients) and reports approximately $6.08 million in assets under management.
SRG documents client objectives in an Investment Policy Statement and uses fundamental analysis and modern portfolio theory to guide recommendations, employing both long‑ and short‑term trading strategies as appropriate. The firm operates on a primarily non‑discretionary basis, trading only after discussion and client approval, and may refer portions of client assets to third‑party advisers while monitoring those relationships.
What is distinctive is that SRG reports all advisory assets as non‑discretionary (no discretionary AUM), a practice that is relatively uncommon among peers and means clients retain direct control over trade approvals and proxy voting. The brochure also notes the firm’s recent formation and regulatory changes (formation in 2023, registration activity including deregistration from the SEC), and its pension consulting offerings that include fixed and hourly engagement options as well as written plan deliverables.
Based on Strive Retirement Group
Location
132 W. International Speedway, Blvd Suite 65
Daytona Beach FL 32114
Advisors at this office
3
Advisors at this office
Scott C
Series 63, Series 65
Daytona Beach, FL
Strive Retirement Group
Scott Cavanaugh is a financial advisor at Strive Retirement Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include various positions at Paychex, Inc. and Paychex Securities Corp over a 17-year period. Strive Retirement Group provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm emphasizes non-discretionary management, employing fundamental analysis and modern portfolio theory while maintaining close client involvement in trading decisions.
Robert D
CFP®, Series 63, Series 66
Daytona Beach, FL
Strive Retirement Group
Robert Darrow is a CFP® with 16 years of industry experience, currently serving as an advisor at Strive Retirement Group since 2025. His prior roles include positions at Excel Wealth Management, Front Running Sports, Paychex, and Merrill. He is also a board member for a Home Owners Association. Strive Retirement Group provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm maintains a small client base and operates primarily on a non-discretionary basis, emphasizing client approval for all trades.
Mark B
Series 63, Series 65
Daytona Beach, FL
Strive Retirement Group
Mark Bentley is a financial advisor with Strive Retirement Group in Daytona Beach, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Darrow Bentley LLC, Excel Wealth Management, and Paychex, Inc. Strive Retirement Group offers portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a primarily non-discretionary approach, using fundamental analysis and modern portfolio theory, and serves a limited client base with approximately $6.08 million in assets under management.
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