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STRIDE INVESTMENTS, LLC
CRD 167037File 801-118363
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$200.9M
Below cohort median (national)
Discretionary AUM
$171.3M
Non-discretionary $29.6M
Clients
531
1,522 accounts
Employees
8
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 2, 2020
- Principal office
- 1925 N CLYBOURN AVE, SUITE 301, CHICAGO, IL, 60614
- Phone
- 312-767-9166
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $200.9M
- Discretionary AUM
- $171.3M
- Non-discretionary AUM
- $29.6M
- Discretionary accounts
- 1,115
- Non-discretionary accounts
- 407
- Total accounts
- 1,522
- AUM per client
- $378K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $3.8M |
| High net worth individuals | 76 | $88.9M |
| Individuals (other than high net worth individuals) | 448 | $108.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 579 | 531 | decreased by48 |
| Apr 1, 2026 | AUM | $197,000,922 | $200,926,083 | increased by$3,925,161 |
| Apr 1, 2026 | Accounts | 1,649 | 1,522 | decreased by127 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 609 | 579 | decreased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $156,297,000 | $197,000,922 | increased by$40,703,922 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,203 | 1,649 | increased by446 |
| Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| Aug 1, 2022 | Employees | 6 | 7 | increased by1 |
| Mar 1, 2022 | Clients | 590 | 609 | increased by19 |
| Mar 1, 2022 | AUM | $131,590,000 | $156,297,000 | increased by$24,707,000 |
| Mar 1, 2022 | Accounts | 1,116 | 1,203 | increased by87 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRIDE INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRIDE INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
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.