# Strong Retirement Solutions

> 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.

- CRD: 335968
- Filed as: STRONG RETIREMENT SOLUTIONS
- Legal name: Strong Retirement Solutions LLC
- Also doing business as: GROUNDED OAKS CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Silverdale, WA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335968
- AdvisorCensus page: https://advisorcensus.com/firm/strong-retirement-solutions-silverdale-wa-335968

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity

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: $166,100,780
- Discretionary: $166,100,780
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 334 | $77,864,040 |
| High net worth individuals | 54 | $78,664,390 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $8,921,310 |
| Charitable organizations | Fewer than 5 | $492,150 |
| Corporations or other businesses not listed above | Fewer than 5 | $158,890 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bloomington, IL

### Websites listed on Form ADV (Item 1.I)
- strong-retirement.com
- Facebook @strongretirementsolutions
- LinkedIn @strong-retirement-solutions

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 3 | May 27, 2025 |
| October 2026 | $166,100,780 | 8 | March 20, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strong Retirement Solutions (CRD 335968): Form ADV filing data as of October 2026.