# Strive Asset Management

> Strive Asset Management is an SEC-registered investment advisory firm in Dallas, TX, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 12, 2026.

- CRD: 322039
- Filed as: STRIVE ASSET MANAGEMENT
- Legal name: Strive Asset Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: June 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322039
- AdvisorCensus page: https://advisorcensus.com/firm/strive-asset-management-dallas-tx-322039

## Quick answers

**How is Strive Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Strive Asset Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Strive Asset Management located?**
Strive Asset Management's principal office is in Dallas, TX, according to its Form ADV; the June 2025 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Strive Asset Management registered with the SEC or a state?**
Strive Asset Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322039.

**How much does Strive Asset Management manage?**
Strive Asset Management reports $2,375,076,576 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (100% discretionary).

**How have Strive Asset Management's assets and staff changed since 2022?**
In the Form ADV data for Strive Asset Management: Regulatory assets under management: $327,138,265 in the October 2022 data and $2,375,076,576 in the October 2026 data, up 626%. Total employees: 24 in October 2022 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strive Asset Management serve?**
By number of clients on Form ADV Item 5.D: investment companies (13); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Strive Asset Management use?**
Strive Asset Management'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 Strive Asset Management 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/322039

**What changed in Strive Asset Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### 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: $2,375,076,576
- Discretionary: $2,375,076,576
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $728,068 |
| Investment companies | 13 | $2,372,737,183 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1,611,325 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 33 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2025 filing
- Dallas, TX
- Irving, TX
- Santa Barbara, CA

### Websites listed on Form ADV (Item 1.I)
- strive.com
- striveassetmanagement.com
- strivefunds.com
- Facebook @Strive-Funds-113550057996531
- Instagram @strivefunds
- LinkedIn @striveassetmanagement
- TikTok @strivefunds
- X @StriveFunds
- YouTube @UCwM6X2HBahpuluBMNtT0wUg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $327,138,265 | 24 | September 15, 2022 |
| October 2023 | $663,313,107 | 40 | September 20, 2023 |
| October 2024 | $1,080,336,882 | 45 | March 29, 2024 |
| October 2025 | $2,059,519,862 | 31 | May 27, 2025 |
| October 2026 | $2,375,076,576 | 33 | June 12, 2026 |

Regulatory assets under management: $327,138,265 in the October 2022 data and $2,375,076,576 in the October 2026 data, up 626%.
Total employees: 24 in October 2022 and 33 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 3.

### January 2026
- No longer registered or notice-filed in CA, FL, OH.

### December 2025
- Regulatory assets under management went from $2,059,519,862 to $2,352,768,115 (+14%).

### November 2025
- No longer lists an office in Dallas, TX.
- No longer lists an office in Irving, TX.
- No longer lists an office in Santa Barbara, CA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strive Asset Management (CRD 322039): Form ADV filing data as of October 2026.