Stroud Investment Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$54,555,441
Clients
29
45% 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
29
TypicalAverage account size
$1,881,222
About
Stroud Investment Consulting is an independent, state‑registered, single‑advisor firm that provides discretionary investment management and integrated financial planning to individuals, families, business owners, trusts, estates, charitable organizations and other business entities. The firm manages roughly $54.6 million in discretionary assets for a small client base and typically charges advisory fees based on assets under management while delivering portfolio construction, monitoring, rebalancing and trade execution.
The firm’s investment process uses a mix of quantitative and qualitative analysis, modern portfolio theory and charting to build diversified portfolios across stocks, bonds, mutual funds, ETFs, REITs, preferred stock and other securities, and it may incorporate options, margin or cash management when appropriate. Financial planning is provided in conjunction with investment management at no separate fee, and the firm may facilitate the use of Schwab’s managed account programs or a third‑party investment manager and administer annuity management through a broker‑dealer arrangement.
Noteworthy distinctions include the principal’s status as a licensed insurance agent who may receive customary insurance commissions (separate from advisory fees) and dedicates a small portion of time to that activity, a potential conflict the brochure discloses. The firm operates as a solo practice with long industry experience and a CIMA credential for its principal, does not charge performance‑based fees, and leaves proxy voting responsibilities with clients.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Real estate investing
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
1.00% annually (standard and maximum rate)
Main office location
Stroud Investment Consulting
Ft. Worth TX, United States
Number of offices
1
Most active in
Stroud Investment Consulting has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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