Stronghold
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Stronghold provides investment advisory and consulting services primarily to institutional investors and pooled vehicles, including pension plans and private funds, and also offers OCIO and OCFO services. The firm’s service set includes manager and custodial searches, ongoing manager monitoring, retirement plan consulting (including 401(k) bundled provider searches and fiduciary oversight), and limited financial planning for private clients.
The firm emphasizes asset preservation and diversified, multi-manager allocations implemented through a “Focus List” of independent managers, using both active and passive strategies supported by quantitative and qualitative due diligence. Stronghold conducts performance evaluation and attribution, may manage assets on a discretionary basis for OCIO clients, and provides consulting on a retainer, project, or hourly basis depending on client needs.
Several operational features distinguish Stronghold from many peers: personnel hold broker-dealer securities registrations (e.g., Series 7/79/SIE) and the firm discloses relationships with affiliated tax/accounting services, it routinely offers investment-related educational seminars, and it expressly provides pension consulting and selection-of-other-adviser services. The firm is newly established as an adviser in 2025 and operates with a small advisory team while serving institutional and private-fund arrangements where it may also negotiate performance-based compensation.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Private / alternative investments
Tax-loss harvesting
ESG / Sustainable investing
Fee options
Project fees generally minimum $25,000; fixed fees quoted for seminars based on hourly rates
0.50% to 1.00% annually (negotiable)
$300 to $600 per hour, negotiable
Percentage of profits for certain private fund investments only; otherwise not offered
Account minimum: $500,000 Minimum fee: $1,200 minimum quarterly fee (can be waived at discretion)
Main office location
Stronghold
Miami FL, United States
Number of offices
1
Most active in
Stronghold has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Forms ADV
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