# Stride Investments, LLC

> Stride Investments, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 167037
- Filed as: STRIDE INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167037
- AdvisorCensus page: https://advisorcensus.com/firm/stride-investments-llc-chicago-il-167037

## Quick answers

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

**Where is Stride Investments, LLC located?**
Stride Investments, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Stride Investments, LLC registered with the SEC or a state?**
Stride Investments, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 167037.

**How much does Stride Investments, LLC manage?**
Stride Investments, LLC reports $200,926,083 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (85% discretionary).

**How have Stride Investments, LLC's assets and staff changed since 2021?**
In the Form ADV data for Stride Investments, LLC: Regulatory assets under management: $131,590,000 in the October 2021 data and $200,926,083 in the October 2026 data, up 53%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stride Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (448); high net worth individuals (76); corporations or other businesses not listed above (7).

**Which custodians does Stride Investments, LLC use?**
Stride Investments, LLC'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.

**Does Stride Investments, 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/167037

**What changed in Stride Investments, LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in OR.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $200,926,083
- Discretionary: $171,299,621
- Non-discretionary: $29,626,462

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 448 | $108,232,125 |
| High net worth individuals | 76 | $88,883,748 |
| 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 | 7 | $3,810,210 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, IN, MD, MI, NC, OH, OR, PA, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atfinancial-edu.com
- atfinancial.com
- stridefinancialadvisors.com
- tailoredretirement.com
- Facebook @AT-FINANCIAL-342289442586266
- Facebook @stridefinancialadvisors
- Instagram @stridefinancialadvisors
- LinkedIn @-properties-financial
- LinkedIn @stridefinancialadvisors
- X @AT_FINANCIAL
- X @stride_chicago
- YouTube @UCdUk30JpRJNslyi5TNYlDJQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $131,590,000 | 6 | August 13, 2021 |
| October 2022 | $156,297,000 | 8 | September 22, 2022 |
| October 2023 | $142,233,000 | 9 | March 21, 2023 |
| October 2024 | $173,831,969 | 7 | March 1, 2024 |
| October 2025 | $197,000,922 | 8 | March 7, 2025 |
| October 2026 | $200,926,083 | 8 | March 24, 2026 |

Regulatory assets under management: $131,590,000 in the October 2021 data and $200,926,083 in the October 2026 data, up 53%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stride Investments, LLC (CRD 167037): Form ADV filing data as of October 2026.