# Syverson Strege

> Syverson Strege is an SEC-registered investment advisory firm in West des Moines, IA, registered since 1997, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 109228
- Filed as: SYVERSON STREGE
- Legal name: Syverson Strege & Company
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West des Moines, IA
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109228
- AdvisorCensus page: https://advisorcensus.com/firm/syverson-strege-west-des-moines-ia-109228

## Quick answers

**How is Syverson Strege compensated?**
On its Form ADV (Item 5.E, October 2026), Syverson Strege reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Syverson Strege located?**
Syverson Strege's principal office is in West des Moines, IA, according to its Form ADV.

**Is Syverson Strege registered with the SEC or a state?**
Syverson Strege is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 109228.

**How much does Syverson Strege manage?**
Syverson Strege reports $910,833,028 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (84% discretionary).

**How have Syverson Strege's assets and staff changed since 2021?**
In the Form ADV data for Syverson Strege: Regulatory assets under management: $580,994,798 in the October 2021 data and $910,833,028 in the October 2026 data, up 57%. Total employees: 13 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Syverson Strege serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (296); individuals (other than high net worth individuals) (227); charitable organizations (5).

**Which custodians does Syverson Strege use?**
Syverson Strege's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Private Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Syverson Strege 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/109228

**What changed in Syverson Strege's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 15 to 13. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Private Trust Company

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: $910,833,028
- Discretionary: $765,302,715
- Non-discretionary: $145,530,313

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 227 | $53,748,729 |
| High net worth individuals | 296 | $816,456,586 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,619,933 |
| Charitable organizations | 5 | $2,263,812 |
| Corporations or other businesses not listed above | Fewer than 5 | $35,743,968 |

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

### Firm details
- Registered since: 1997 (29 years)
- Employees: 15 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, IA, IL, KS, LA, MN, MO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- linked.com/COMPANY/SYVERSON-STREGE-&-COMPANY
- onlyworkforyou.com
- syversonstrege.com
- Facebook @SYVERSONSTREGE
- Instagram @syversonstrege
- YouTube @SYVERSONSTREGE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $580,994,798 | 13 | September 3, 2021 |
| October 2022 | $700,571,814 | 14 | May 26, 2022 |
| October 2023 | $665,694,138 | 14 | September 5, 2023 |
| October 2024 | $793,483,914 | 15 | September 23, 2024 |
| October 2025 | $900,472,120 | 15 | July 31, 2025 |
| October 2026 | $910,833,028 | 15 | July 13, 2026 |

Regulatory assets under management: $580,994,798 in the October 2021 data and $910,833,028 in the October 2026 data, up 57%.
Total employees: 13 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 15 to 13.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Syverson Strege (CRD 109228): Form ADV filing data as of October 2026.