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STRATEGENT FINANCIAL, LLC
CRD 148173File 801-112356
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$374.7M
Below cohort median (national)
Discretionary AUM
$374.7M
Clients
140
136 accounts
Employees
6
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 22, 2018
- Principal office
- 185 NEFF AVENUE, SUITE 102, HARRISONBURG, VA, 22801
- Phone
- 540-437-1222
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $374.7M
- Discretionary AUM
- $374.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 136
- Non-discretionary accounts
- 0
- Total accounts
- 136
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.6M |
| Charitable organizations | Fewer than 5 | $1.6M |
| High net worth individuals | 106 | $351.6M |
| Pension and profit sharing plans | 6 | Not reported |
| Individuals (other than high net worth individuals) | 28 | $19.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.