{ "crd_number": 289309, "slug": "strong-investment-management-llc-canton-oh-289309", "primary_business_name": "STRONG INVESTMENT MANAGEMENT, LLC", "legal_name": "STRONG INVESTMENT MANAGEMENT, LLC", "dbas": [], "city": "Canton", "state": "OH", "country": "United States", "cbsa_code": "15940", "metro": { "cbsa_code": "15940", "common_name": "Canton", "msa_name": "Canton-Massillon, OH", "path": "/advisors/oh/canton" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-08-07", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-08-27", "carried_forward": false, "raum_total": 111903795.0, "raum_discretionary": 96939769.0, "raum_non_discretionary": 14964026.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 3, "advisory_employees": 3, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 0.0, "count": 0 }, "charitable": { "raum": 0.0, "count": 0 }, "individuals": { "raum": 49864324.0, "count": 337 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 6388187.0, "count": 2, "fewer_than_5": true }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 55353502.0, "count": 64 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 297782.0, "count": 1, "fewer_than_5": true }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "OH", "TX", "VA" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289309", "city_as_filed": "CANTON", "url": "https://advisorcensus.com/firm/strong-investment-management-llc-canton-oh-289309", "display_name": "Strong Investment Management, LLC", "summary": "Strong Investment Management, LLC is an SEC-registered investment advisory firm in Canton, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.", "citation": "AdvisorCensus. Strong Investment Management, LLC (CRD 289309): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Strong Investment Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Strong Investment Management, 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." }, { "q": "Where is Strong Investment Management, LLC located?", "a": "Strong Investment Management, LLC's principal office is in Canton, OH, according to its Form ADV." }, { "q": "Is Strong Investment Management, LLC registered with the SEC or a state?", "a": "Strong Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 289309." }, { "q": "How much does Strong Investment Management, LLC manage?", "a": "Strong Investment Management, LLC reports $111,903,795 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (87% discretionary)." }, { "q": "What types of clients does Strong Investment Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (337); high net worth individuals (64); pension and profit sharing plans (but not the plan participants or government pension plans) (2)." }, { "q": "Which custodians does Strong Investment Management, LLC use?", "a": "Strong Investment Management, 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." }, { "q": "Does Strong Investment Management, LLC report any disciplinary disclosures?", "a": "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/289309" }, { "q": "What changed in Strong Investment Management, LLC's recent Form ADV filings?", "a": "In the September 2026 filing data: Newly registered with the SEC." } ], "filing_history": [], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Newly registered with the SEC." ] } ], "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/strong-investment-management-llc-canton-oh-289309.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 337, "fewer_than_5": false, "raum": 49864324.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 64, "fewer_than_5": false, "raum": 55353502.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 2, "fewer_than_5": true, "raum": 6388187.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 1, "fewer_than_5": true, "raum": 297782.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "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/289309", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }