Strive Retirement Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,084,555
Total clients
14
14% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
5
Average account size
$434,611
About
Strive Retirement Group provides portfolio management, pension consulting (including 401(k) plan services), and financial planning to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. The firm is a small team of three advisors serving a limited client base (14 clients) and reports approximately $6.08 million in assets under management.
SRG documents client objectives in an Investment Policy Statement and uses fundamental analysis and modern portfolio theory to guide recommendations, employing both long‑ and short‑term trading strategies as appropriate. The firm operates on a primarily non‑discretionary basis, trading only after discussion and client approval, and may refer portions of client assets to third‑party advisers while monitoring those relationships.
What is distinctive is that SRG reports all advisory assets as non‑discretionary (no discretionary AUM), a practice that is relatively uncommon among peers and means clients retain direct control over trade approvals and proxy voting. The brochure also notes the firm’s recent formation and regulatory changes (formation in 2023, registration activity including deregistration from the SEC), and its pension consulting offerings that include fixed and hourly engagement options as well as written plan deliverables.
Client services
Expertise
Fee options
Pension consulting plans: $200 to $1,000; Financial planning: $250 to $5,000
Up to 1.00% annually
$100 to $250 per hour
Main office location
Strive Retirement Group
132 W International Speedway, Suite 65
Daytona Beach FL 32114, United States
Number of offices
1
Most active in
California · Connecticut · Florida · Georgia · Louisiana · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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