{
  "crd_number": 109939,
  "slug": "strategy-asset-managers-l-l-c-pasadena-ca-109939",
  "primary_business_name": "STRATEGY ASSET MANAGERS L.L.C.",
  "legal_name": "STRATEGY ASSET MANAGERS L.L.C.",
  "dbas": [
    "HOLLY STREET WEALTH ADVISORS"
  ],
  "city": "Pasadena",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-02-23",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-06-11",
  "carried_forward": false,
  "raum_total": 930077850.0,
  "raum_discretionary": 930077850.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 27528550.0,
      "count": 13
    },
    "individuals": {
      "raum": 155858371.0,
      "count": 384
    },
    "pension_profit_sharing": {
      "raum": 59509033.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 667745265.0,
      "count": 214
    },
    "pooled_investment_vehicles": {
      "raum": 11405837.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 8030794.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "IL",
    "IN",
    "KY",
    "LA",
    "ME",
    "NJ",
    "NV",
    "NY",
    "PA",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/strategyassetmanagersllc",
    "https://linkedin.com/company/strategy-asset-managers-llc-",
    "https://linkedin.com/in/alexander-hagstrom-b06a5154",
    "https://linkedin.com/in/david-chong-b2b54b39",
    "https://linkedin.com/in/gregory-wertz-b8840095",
    "https://linkedin.com/in/joseph-traba-638691",
    "https://linkedin.com/in/thomas-w-hulick-2251b94",
    "https://linkedin.com/in/victor-martinez-cdfa%C2%AE-789ba216",
    "https://linkedin.com/in/william-hamelin-104411149",
    "https://strategyassetmanagers.com",
    "https://youtube.com/@strategyassetmanagers"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109939",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    },
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "PASADENA",
  "url": "https://advisorcensus.com/firm/strategy-asset-managers-l-l-c-pasadena-ca-109939",
  "display_name": "Strategy Asset Managers L.L.C.",
  "summary": "Strategy Asset Managers L.L.C. is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2001, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 11, 2026.",
  "citation": "AdvisorCensus. Strategy Asset Managers L.L.C. (CRD 109939): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Strategy Asset Managers L.L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strategy Asset Managers L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Strategy Asset Managers L.L.C. located?",
      "a": "Strategy Asset Managers L.L.C.'s principal office is in Pasadena, CA, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Strategy Asset Managers L.L.C. registered with the SEC or a state?",
      "a": "Strategy Asset Managers L.L.C. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 109939."
    },
    {
      "q": "How much does Strategy Asset Managers L.L.C. manage?",
      "a": "Strategy Asset Managers L.L.C. reports $930,077,850 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Strategy Asset Managers L.L.C.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Strategy Asset Managers L.L.C.: Regulatory assets under management: $583,725,372 in the October 2021 data and $930,077,850 in the October 2026 data, up 59%. Total employees: 7 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Strategy Asset Managers L.L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (384); high net worth individuals (214); charitable organizations (13)."
    },
    {
      "q": "Which custodians does Strategy Asset Managers L.L.C. use?",
      "a": "Strategy Asset Managers L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Strategy Asset Managers L.L.C. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction) and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109939"
    },
    {
      "q": "What changed in Strategy Asset Managers L.L.C.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 10. Regulatory assets under management went from $741,546,605 to $930,077,850 (+25%). Registered or notice-filed in CO, IL, ME, WA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 583725372.0,
      "total_employees": 7,
      "filing_date": "2021-06-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 677489826.0,
      "total_employees": 9,
      "filing_date": "2022-04-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 593092011.0,
      "total_employees": 12,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 631046871.0,
      "total_employees": 12,
      "filing_date": "2024-09-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 741546605.0,
      "total_employees": 9,
      "filing_date": "2025-04-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 930077850.0,
      "total_employees": 10,
      "filing_date": "2026-06-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 10.",
        "Regulatory assets under management went from $741,546,605 to $930,077,850 (+25%).",
        "Registered or notice-filed in CO, IL, ME, WA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/strategy-asset-managers-l-l-c-pasadena-ca-109939.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 384,
      "fewer_than_5": false,
      "raum": 155858371.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 214,
      "fewer_than_5": false,
      "raum": 667745265.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 11405837.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 59509033.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 27528550.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 8030794.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109939",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}