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Strong Investment Management, LLC

Updated today

Client assets under management

$105,217,826

Clients

401

16% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

134

Very High

Average account size

$262,389

About

Strong Investment Management, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, businesses and charitable organizations. The firm delivers ongoing portfolio monitoring and written plan recommendations while custody of client assets is maintained by third‑party custodians.

The firm’s investment process relies on fundamental analysis and is tailored to each client’s stated goals, time horizon and documented risk tolerance via an investment policy or similar agreement. Account oversight includes daily review of equity holdings, monthly performance reviews, and financial plans that are completed and delivered on a defined timeline.

Distinctive features include a small advisor team supporting roughly 400 client relationships and managing about $112 million in client assets, which can result in a relatively high client-to-advisor workload compared with some peers. Advisors also maintain insurance licenses and may offer third‑party insurance products (a practice disclosed as a potential conflict and limited in time commitment), the firm participates in an institutional custodian program that provides third‑party benefits, and the firm does not vote client proxies (clients receive and vote their own proxy materials).

Client services

Financial planning Portfolio management

Demographic focus

Mid-Career Professionals

Fee options

Fixed

Financial planning flat fees between $250 and $950 based on complexity

Percentage

$0 - $500,000: 0.95% annually (Equity Portfolios) $500,001 - $1,000,000: 0.85% annually (Equity Portfolios) $1,000,001 - $3,000,000: 0.70% annually (Equity Portfolios) $3,000,001+: 0.50% annually (Equity Portfolios) $0 - $500,000: 0.90% annually (Non-Equity Portfolios) $500,001 - $1,000,000: 0.80% annually (Non-Equity Portfolios) $1,000,001 - $3,000,000: 0.65% annually (Non-Equity Portfolios) $3,000,001+: 0.45% annually (Non-Equity Portfolios)

Other

Account minimum: $50,000 Fee-only: Financial planning flat fees between $250 and $950

Main office location

Strong Investment Management, LLC

100 30 Th Street Nw, Suite 100

Canton OH 44709, United States

Number of offices

1

Most active in

Ohio · Texas · Virginia

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Glen S

Series 63, Series 66

Canton, OH

Strong Investment Management, LLC

Glen Strong is a financial advisor at Strong Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Strong Investment Management since 2017. Prior to this, he was associated with Integrity Investments & Planning, LLC and Next Financial Group, Inc. Outside of his advisory role, Glen is an independent insurance agent specializing in fixed annuities, life and health, long-term care, and disability insurance. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and written investment policy statements to guide investment decisions and directs custody and trade execution through Charles Schwab Institutional.

Mid-Career Professionals
user avatar

Jolie H

Series 65

Canton, OH

Strong Investment Management, LLC

Jolie Howell is a financial advisor at Strong Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Charles Schwab and Kent State University. Outside of finance, she has experience working at Wood's Tall Timber Resort. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and offers tailored planning with ongoing portfolio oversight.

Mid-Career Professionals
user avatar

Steven C

Series 63, Series 66

Canton, OH

Strong Investment Management, LLC

Steven Carlson is a financial advisor at Strong Investment Management, LLC in Canton, OH, with 14 years of industry experience. His prior roles include positions at NEXT Financial Group and ValMark Advisers, Inc. He holds Series 63 and Series 66 licenses and also works as an independent insurance agent. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning services to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and written investment policy statements to guide its strategies, which include both long- and short-term holdings.

Mid-Career Professionals
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