# Strada Financial Group LLC

> Strada Financial Group LLC is an SEC-registered investment advisory firm in Boring, OR, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 316987
- Filed as: STRADA FINANCIAL GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boring, OR
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316987
- AdvisorCensus page: https://advisorcensus.com/firm/strada-financial-group-llc-boring-or-316987

## Quick answers

**How is Strada Financial Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strada Financial Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Strada Financial Group LLC located?**
Strada Financial Group LLC's principal office is in Boring, OR, according to its Form ADV.

**Is Strada Financial Group LLC registered with the SEC or a state?**
Strada Financial Group LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 316987.

**How much does Strada Financial Group LLC manage?**
Strada Financial Group LLC reports $159,217,097 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Strada Financial Group LLC's assets and staff changed since 2024?**
In the Form ADV data for Strada Financial Group LLC: Regulatory assets under management: $100,269,202 in the October 2024 data and $159,217,097 in the October 2026 data, up 59%. Total employees: 4 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strada Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (167); high net worth individuals (46).

**Which custodians does Strada Financial Group LLC use?**
Strada Financial Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Securities, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Strada Financial Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316987

**Does Strada Financial Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We have no Asset minimum." "Strada has no asset minimum."

**What changed in Strada Financial Group LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $125,903,270 to $159,217,097 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> We have no Asset minimum.

> Strada has no asset minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Securities, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $159,217,097
- Discretionary: $159,217,097
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 167 | $54,901,297 |
| High net worth individuals | 46 | $104,315,800 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stradafg.com
- LinkedIn @stradafg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $100,269,202 | 4 | May 24, 2024 |
| October 2025 | $125,903,270 | 4 | March 21, 2025 |
| October 2026 | $159,217,097 | 4 | March 31, 2026 |

Regulatory assets under management: $100,269,202 in the October 2024 data and $159,217,097 in the October 2026 data, up 59%.
Total employees: 4 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $125,903,270 to $159,217,097 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strada Financial Group LLC (CRD 316987): Form ADV filing data as of October 2026.