Strong Tower Advisory Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$569,099,628
Clients
300
Advisors
8
of 9 employees
About
Strong Tower Advisory Services is a registered SEC investment adviser that provides discretionary portfolio management, financial planning, retirement-plan fiduciary and financial consulting services to individuals (including high‑net‑worth clients), small businesses, trusts and estates. The firm’s brochure indicates it manages roughly $759 million in client assets and serves retirement plan sponsors as well as individual clients.
The firm describes a total‑return investment approach that blends capital appreciation with dividend income and emphasizes risk management to limit drawdowns, using customized portfolios, model portfolios, tactical rebalancing and hedging techniques. STAS implements strategies with ETFs, mutual funds, stocks, bonds and options, and the brochure specifically discusses use of options and inverse/leveraged instruments as part of its hedging and tactical toolkit.
Relative to many team firms, Strong Tower’s profile is notable for a multi‑hundred‑million dollar asset base managed by a compact advisory team, and its disclosure of derivative use and instruments that may employ leverage (and related references to borrowing/leveraging considerations in managed accounts) — practices that the firm’s materials address as part of risk management. The brochure also highlights that STAS provides ERISA 3(21)/3(38) retirement‑plan fiduciary services and that some advisors act as licensed insurance agents and registered representatives, arrangements the firm discloses as potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fee financial planning services range from $1,000 to $10,000, negotiated based on scope and complexity
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.75% Above $20,000,001+: 0.50%
IARs earn separate commissions from insurance and brokerage product sales, in addition to advisory fees
Financial planning and/or consulting services may be charged on an hourly basis (specific rates not stated)
Account minimum: $1,000,000 Fee-only: Financial planning and/or consulting services charged on an hourly, flat fee, or fixed fee basis ranging from $1,000 to $10,000, negotiated per scope and complexity
Main office
333 South 7th Street Suite 2100
Minneapolis MN 55402
Advisors at this office
8
Most active in
Arizona · California · Colorado · Florida · Illinois · Louisiana · Minnesota · Ohio · Texas · Wisconsin
Also doing business as
Strong Castle Wealth · Strong Tower Advisory Services · Strong Tower Advisory Services LLC · Strong Tower Wealth · Strong Tower Wealth Management
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.
Quick links
Advisors at this firm
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