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Strong Retirement Solutions
Filed as STRONG RETIREMENT SOLUTIONS · Legal name Strong Retirement Solutions LLC
Strong Retirement Solutions is an SEC-registered investment advisory firm in Silverdale, WA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is Strong Retirement Solutions compensated?
On its Form ADV (Item 5.E, October 2026), Strong Retirement Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Strong Retirement Solutions' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 20, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Strong Retirement Solutions located?
Strong Retirement Solutions' principal office is in Silverdale, WA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Strong Retirement Solutions registered with the SEC or a state?
Strong Retirement Solutions is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335968.
How much does Strong Retirement Solutions manage?
Strong Retirement Solutions reports $166,100,780 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).
How have Strong Retirement Solutions' assets and staff changed since 2025?
In the Form ADV data for Strong Retirement Solutions: Regulatory assets under management: $0 in the October 2025 data and $166,100,780 in the October 2026 data. Total employees: 3 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Strong Retirement Solutions serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (334); high net worth individuals (54); pension and profit sharing plans (but not the plan participants or government pension plans) (14).
Which custodians does Strong Retirement Solutions use?
Strong Retirement Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity as a custodian holding 10% or more of its separately managed account assets.
Does Strong Retirement Solutions 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/335968
What changed in Strong Retirement Solutions' recent Form ADV filings?
In the December 2025 filing data: Regulatory assets under management went from $0 to $155,785,000. Employees performing advisory functions went from 3 to 5.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Annual fees are a maximum of 2.00%.
Asset Management – Fees are charged quarterly in advance and are based primarily on asset size and the level of complexity of the services provided.
As stated in the firm's Form ADV Part 2A brochure dated March 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$166,100,780 as of October 2026, filing dated March 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Strong Retirement Solutions LLC
- Also doing business as
- GROUNDED OAKS CAPITAL MANAGEMENT, INC.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 8. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $166,100,780 | 8 | March 20, 2026 |
| October 2025 | $0 | 3 | May 27, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $166,100,780 in the October 2026 data.
Total employees: 3 in October 2025 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- December 2025
- Regulatory assets under management went from $0 to $155,785,000.
- Employees performing advisory functions went from 3 to 5.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Strong Retirement Solutions (CRD 335968): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/strong-retirement-solutions-silverdale-wa-335968