Strive Asset Management
Registered investment adviser · Dallas, TX · CRD #322039
Form ADV data as of 2026-09-01Regulatory assets
$2.38 billion
Total accounts
15
Employees
33
Disclosure events
0
Firm details
- Website: https://instagram.com/strivefunds?igshid=ymmymta2m2y=
- Telephone: 872-270-5406
- SEC file number: 801-125907
- Most recent Form ADV filing: 2026-06-12
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $2.38 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $2.38 billion |
| Discretionary accounts | 15 |
| Non-discretionary accounts | 0 |
| Total accounts | 15 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 33 |
| Employees performing investment advisory functions (including research) | 3 |
| Employees who are registered representatives of a broker-dealer | 5 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends securities in which it has another sales interest
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | Not reported | $728,068 |
| Investment companies | 13 | $2.37 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 1 | $1.6 million |