Strong Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$105,217,826
Clients
401
Advisors
3
of 3 employees
About
Strong Investment Management, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, businesses and charitable organizations. The firm delivers ongoing portfolio monitoring and written plan recommendations while custody of client assets is maintained by third‑party custodians.
The firm’s investment process relies on fundamental analysis and is tailored to each client’s stated goals, time horizon and documented risk tolerance via an investment policy or similar agreement. Account oversight includes daily review of equity holdings, monthly performance reviews, and financial plans that are completed and delivered on a defined timeline.
Distinctive features include a small advisor team supporting roughly 400 client relationships and managing about $112 million in client assets, which can result in a relatively high client-to-advisor workload compared with some peers. Advisors also maintain insurance licenses and may offer third‑party insurance products (a practice disclosed as a potential conflict and limited in time commitment), the firm participates in an institutional custodian program that provides third‑party benefits, and the firm does not vote client proxies (clients receive and vote their own proxy materials).
Client services
Demographic focus
Fee options
Financial planning flat fees between $250 and $950 based on complexity
$0 - $500,000: 0.95% annually (Equity Portfolios) $500,001 - $1,000,000: 0.85% annually (Equity Portfolios) $1,000,001 - $3,000,000: 0.70% annually (Equity Portfolios) $3,000,001+: 0.50% annually (Equity Portfolios) $0 - $500,000: 0.90% annually (Non-Equity Portfolios) $500,001 - $1,000,000: 0.80% annually (Non-Equity Portfolios) $1,000,001 - $3,000,000: 0.65% annually (Non-Equity Portfolios) $3,000,001+: 0.45% annually (Non-Equity Portfolios)
Account minimum: $50,000 Fee-only: Financial planning flat fees between $250 and $950
Main office
100 30th Street NW, Suite 100
Canton OH 44709
Advisors at this office
3
Most active in
Ohio · Texas · Virginia
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.
Advisors at this firm
Glen S
Series 63, Series 66
Canton, OH
Strong Investment Management, LLC
Glen Strong is a financial advisor at Strong Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Strong Investment Management since 2017. Prior to this, he was associated with Integrity Investments & Planning, LLC and Next Financial Group, Inc. Outside of his advisory role, Glen is an independent insurance agent specializing in fixed annuities, life and health, long-term care, and disability insurance. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and written investment policy statements to guide investment decisions and directs custody and trade execution through Charles Schwab Institutional.
Jolie H
Series 65
Canton, OH
Strong Investment Management, LLC
Jolie Howell is a financial advisor at Strong Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Charles Schwab and Kent State University. Outside of finance, she has experience working at Wood's Tall Timber Resort. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and offers tailored planning with ongoing portfolio oversight.
Steven C
Series 63, Series 66
Canton, OH
Strong Investment Management, LLC
Steven Carlson is a financial advisor at Strong Investment Management, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at several firms including NEXT Financial Group, ValMark Advisers, Inc., and UBS Financial Services. In addition to advising, he is also a licensed insurance agent. Strong Investment Management, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm’s investment approach is based on fundamental analysis tailored to clients’ goals, time horizon, and risk tolerance.
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