# Strava Financial, LLC

> Strava Financial, LLC is a state-registered investment advisory firm in Westlake Village, CA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 304263
- Filed as: STRAVA FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westlake Village, CA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304263
- AdvisorCensus page: https://advisorcensus.com/firm/strava-financial-llc-westlake-village-ca-304263

## Quick answers

**How is Strava Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strava Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Strava Financial, LLC located?**
Strava Financial, LLC's principal office is in Westlake Village, CA, according to its Form ADV.

**Is Strava Financial, LLC registered with the SEC or a state?**
Strava Financial, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 304263.

**How much does Strava Financial, LLC manage?**
Strava Financial, LLC reports $92,424,740 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (92% discretionary).

**What types of clients does Strava Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (27); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Strava Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304263

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $92,424,740
- Discretionary: $85,060,636
- Non-discretionary: $7,364,104

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $17,355,039 |
| High net worth individuals | 27 | $73,620,087 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,449,614 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stravafinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strava Financial, LLC (CRD 304263): Form ADV filing data as of October 2026.