{
  "crd_number": 315106,
  "slug": "strong-tower-advisory-services-minneapolis-mn-315106",
  "primary_business_name": "STRONG TOWER ADVISORY SERVICES",
  "legal_name": "STRONG TOWER ADVISORY SERVICES LLC",
  "dbas": [
    "STRONG CASTLE WEALTH",
    "STRONG TOWER WEALTH",
    "STRONG TOWER WEALTH MANAGEMENT"
  ],
  "city": "Minneapolis",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-21",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-17",
  "carried_forward": false,
  "raum_total": 759217127.0,
  "raum_discretionary": 580291230.0,
  "raum_non_discretionary": 178925897.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4479606.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 51338597.0,
      "count": 176
    },
    "pension_profit_sharing": {
      "raum": 178925897.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 517761031.0,
      "count": 124
    },
    "corporations_other_businesses": {
      "raum": 6711996.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "IL",
    "LA",
    "MN",
    "OH",
    "TX",
    "WI"
  ],
  "websites": [
    "https://facebook.com/login.php?next=https%3A%2F%2Fwww.facebook.com%2Fstrongtowerwealthmanagement%2Fabout%2F",
    "https://linkedin.com/in/strongtower",
    "https://strongtowerwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315106",
  "city_as_filed": "MINNEAPOLIS",
  "url": "https://advisorcensus.com/firm/strong-tower-advisory-services-minneapolis-mn-315106",
  "display_name": "Strong Tower Advisory Services",
  "summary": "Strong Tower Advisory Services is an SEC-registered investment advisory firm in Minneapolis, MN, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 17, 2026.",
  "citation": "AdvisorCensus. Strong Tower Advisory Services (CRD 315106): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Strong Tower Advisory Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strong Tower Advisory Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Strong Tower Advisory Services charge?",
      "a": "Its Form ADV Part 2A brochure dated February 17, 2026 states: Flat fee: $1,000 to $10,000 (Fixed fee services); Flat fee: $10,000 to $100,000 a year (Retirement Plan Advisory Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Strong Tower Advisory Services located?",
      "a": "Strong Tower Advisory Services' principal office is in Minneapolis, MN, according to its Form ADV."
    },
    {
      "q": "Is Strong Tower Advisory Services registered with the SEC or a state?",
      "a": "Strong Tower Advisory Services is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315106."
    },
    {
      "q": "How much does Strong Tower Advisory Services manage?",
      "a": "Strong Tower Advisory Services reports $759,217,127 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (76% discretionary)."
    },
    {
      "q": "How have Strong Tower Advisory Services' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Strong Tower Advisory Services: Regulatory assets under management: $407,937,631 in the October 2021 data and $759,217,127 in the October 2026 data, up 86%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Strong Tower Advisory Services serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (176); high net worth individuals (124); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Which custodians does Strong Tower Advisory Services use?",
      "a": "Strong Tower Advisory Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Strong Tower Advisory Services 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/315106"
    },
    {
      "q": "Does Strong Tower Advisory Services state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 17, 2026 says: \"The minimum portfolio size is $1,000,000 under certain circumstances and in its sole discretion, STAS may negotiate such minimum.\""
    },
    {
      "q": "What changed in Strong Tower Advisory Services' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $654,453,457 to $759,217,127 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 407937631.0,
      "total_employees": 6,
      "filing_date": "2021-09-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 432853754.0,
      "total_employees": 6,
      "filing_date": "2022-08-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 341380832.0,
      "total_employees": 6,
      "filing_date": "2023-03-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 427489025.0,
      "total_employees": 6,
      "filing_date": "2024-03-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 654453457.0,
      "total_employees": 6,
      "filing_date": "2025-04-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 759217127.0,
      "total_employees": 9,
      "filing_date": "2026-02-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $654,453,457 to $759,217,127 (+16%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Added the business name Strong Tower Wealth Management.",
        "Added the business name Strong Tower Wealth.",
        "Added the business name Strong Castle Wealth."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $10,000 (Fixed fee services)",
      "Flat fee: $10,000 to $100,000 a year (Retirement Plan Advisory Fees)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum portfolio size is $1,000,000 under certain circumstances and in its sole discretion, STAS may negotiate such minimum."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $10,000 (Fixed fee services)"
        ],
        "quotes": [
          "Fixed fee services range from $1,000 to $10,000. These are negotiated fees based on the scope and complexity of the services provided."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $10,000 to $100,000 a year (Retirement Plan Advisory Fees)"
        ],
        "quotes": [
          "Retirement Plan Advisory Fees are either a percentage of assets under management ranging from 0.20% to 0.50% annually, or an annual fixed fee ranging from $10,000 to $100,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "Fixed fee services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 10000.0,
          "max": 100000.0,
          "period": "annual",
          "service": "Retirement Plan Advisory Fees"
        }
      ]
    },
    "quotes": [
      "The minimum portfolio size is $1,000,000 under certain circumstances and in its sole discretion, STAS may negotiate such minimum.",
      "Fixed fee services range from $1,000 to $10,000. These are negotiated fees based on the scope and complexity of the services provided.",
      "Retirement Plan Advisory Fees are either a percentage of assets under management ranging from 0.20% to 0.50% annually, or an annual fixed fee ranging from $10,000 to $100,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "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-tower-advisory-services-minneapolis-mn-315106.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 176,
      "fewer_than_5": false,
      "raum": 51338597.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 124,
      "fewer_than_5": false,
      "raum": 517761031.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 178925897.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 4479606.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 6711996.0
    }
  ],
  "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/315106",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}