Strada Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boring, OR. Its latest Form ADV filing, dated March 31, 2026, reports $159M in regulatory assets under management, 4 employees, and 213 accounts.
Top client segmentIndividuals represent 78.4% of total clients.
Top client categories% of clientsClients
1
Individuals
78.4%
167
2
HNWI
21.6%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of March 31, 2026
Discretionary100.0%
$159M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$159M
Total Accounts213
10Y AUM Change+$51M (+47.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee53:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.