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Able & Strong Advisors, Inc.

Updated today

Client assets under management

$32,613,847

Clients

65

15% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

22

Low

Average account size

$501,751

About

Able & Strong Advisors provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), as well as institutions, pension plans, endowments, foundations and pooled investment vehicles. The firm offers discretionary and non‑discretionary portfolio management across several managed "Path" portfolios and provides retirement income and drawdown planning as part of its planning services.

The firm uses a proprietary Path Management process that relies on internal market‑verification metrics—including equity market momentum, Federal Reserve policy, and long‑term interest‑rate momentum—to shift exposure among asset and sub‑asset classes, then applies fundamental analysis to identify undervalued securities (with equity holdings typically targeted for three‑to‑five year holds). For fixed income, the firm generally uses ETFs and mutual funds for diversification and conducts due diligence on fund managers and individual securities when purchased.

Noteworthy for a firm of its size, the principals serve as trustees and investment committee members for multiple registered and interval funds (including private equity and private debt vehicles) and disclose that client accounts may be invested in those funds when appropriate. The firm is also affiliated with an operating law practice and a separate financial education business, and it explicitly provides advice and plan‑level fund selection for pension plans and pooled vehicles—features that distinguish its service mix from many peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy Income planning Wealth management

Fee options

Percentage

Negotiable based on amount of assets and portfolio chosen; see portfolio-specific fees below

Other

Account minimum: $100,000

Main office location

Able & Strong Advisors, Inc.

380 N. 200 W. #102

Bountiful UT 84010, United States

Number of offices

1

Most active in

Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sarah C

Series 65

Bountiful, UT

Able & Strong Advisors, Inc.

Sarah Cox is a financial advisor at Able & Strong Advisors, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at Able & Strong Advisors since 2017. In addition to her advisory role, Ms. Cox is president of Imagine Personal Finance LLC, a financial coaching practice she founded in 2025. Able & Strong Advisors, Inc. provides discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, pension plans, trusts, endowments, foundations, and pooled investment vehicles. The firm uses its internally developed Path Management framework to tailor investment strategies based on market-verification metrics and typically avoids derivatives and non-U.S.-listed foreign holdings.

Retirement income strategy Income planning Wealth management
user avatar

Kent M

CFA®, Series 65

Bountiful, UT

Able & Strong Advisors, Inc.

Kent Misener is a CFA® charterholder with 21 years of industry experience. He has worked at Able & Strong Advisors, Inc. since 2018 and previously spent 15 years at Verapath Global Investing, LLC. He also has a long-standing affiliation with Intermountain Healthcare dating back to 1997. Mr. Misener serves as an independent trustee on the boards of several mutual funds, including the Longleaf Partners series, FS MVP private equity fund, and KMV private debt fund. Able & Strong Advisors provides discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, pension plans, trusts, endowments, foundations, and pooled investment vehicles. The firm employs its internally developed Path Management framework, which uses market-verification metrics to guide asset allocation and focuses on securities trading below estimated intrinsic value with multi-year holding periods.

Retirement income strategy Income planning Wealth management
user avatar

Gregory M

Series 65

Bountiful, UT

Able & Strong Advisors, Inc.

Gregory Misener is a financial advisor at Able & Strong Advisors, Inc. with 19 years of industry experience. He holds a Series 65 designation and has worked at Able & Strong Advisors since 2018. In addition to his advisory role, Mr. Misener is the president of Able & Strong Law, Inc., a law firm providing legal services for individuals with disabilities and their families. Able & Strong Advisors offers discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, pension plans, trusts, endowments, foundations, and pooled investment vehicles. The firm employs an internally developed Path Management framework, using market-verification metrics to guide asset allocation and focusing on securities trading below intrinsic value with multi-year holding horizons.

Retirement income strategy Income planning Wealth management
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