Strongside Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,639,254
Clients
61
21% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
61
HighAverage account size
$584,250
About
Strongside Asset Management serves individual and high‑net‑worth clients with ongoing portfolio management and tiered financial planning services. The firm prepares a written Investment Policy Statement for each client and provides ongoing monitoring, asset allocation, and investment implementation across equities, ETFs, fixed income and non‑U.S. securities.
The firm pursues a long‑term trading approach informed by fundamental, quantitative and technical analysis and generally favors equities for long‑term growth or preservation while using other instruments for diversification. Strongside typically seeks discretionary authority to implement IPS‑driven strategies and has disclosed the use of AI tools to support its advisory work and to transcribe client meetings, along with related AI, political and model risks.
Distinctive aspects include offering direct indexing strategies and assistance with securities‑backed lines of credit (SBLOCs), together with explicit disclosures about the conflicts and risks of those services. The firm generally requires clients to custody assets at Schwab Institutional and discloses receipt of research and other services from Schwab; it manages roughly $35.6 million on behalf of about 60 clients.
Client services
Financial planning
Portfolio management
Expertise
Social Security optimization
Charitable giving & philanthropy
Equity compensation tax strategy
Fee options
One-time financial planning review fees ranging from $2,800 to $6,000
$0 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40% (negotiable)
$300 per hour (negotiable)
Fee-only: Financial planning fixed fees ranging from $2,800 - $6,000; monthly fees between $300 and $2,000; hourly fees at $300/hour
Main office location
Strongside Asset Management LLC
815 Commerce Dr, Suite 240
Oak Brook IL 60523, United States
Number of offices
2
Most active in
Strongside Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Quick links
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