DAYTONA BEACH, FLCRD 334443Latest ADV April 2, 2026
Strive Retirement Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Daytona Beach, FL. Its latest Form ADV filing, dated April 2, 2026, reports $6M in regulatory assets under management, 3 employees, 1 office, and 21 accounts.
Assets Under Management
$6M
Employees
3
Offices
1 office
Total Clients
14
Primary office
DAYTONA BEACH, FL
132 W INTERNATIONAL SPEEDWAY, SUITE 65, DAYTONA BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.7% of total clients.
Top client categories% of clientsClients
1
Individuals
85.7%
12
2
HNWI
14.3%
2
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6Mas of April 2, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$6M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6M
Total Accounts21
10Y AUM Change+$6M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee5:1
10Y Employee Change+1 (+50.0%)
* 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.