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STRONGHOLD RESOURCE PARTNERS
Legal name: SRP CAPITAL ADVISORS LLC
CRD 289466File 801-113112
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$246.5M
Below cohort median (national)
Discretionary AUM
$246.5M
Clients
7
7 accounts
Employees
45
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 30, 2018
- Principal office
- 3811 TURTLE CREEK BLVD., SUITE 1100, DALLAS, TX, 75219
- Phone
- 972-850-7474
- Website
- http://www.strongholdim.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $246.5M
- Discretionary AUM
- $246.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $35.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $246.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11H1A
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Employees | 52 | 45 | decreased by7 |
| Apr 1, 2026 | AUM | $298,830,391 | $246,500,134 | decreased by$52,330,257 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 100 | 52 | decreased by48 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 7 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $372,581,176 | $298,830,391 | decreased by$73,750,785 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 7 | decreased by3 |
| Apr 1, 2022 | Employees | 111 | 100 | decreased by11 |
| Apr 1, 2022 | Clients | 12 | 10 | decreased by2 |
| Apr 1, 2022 | AUM | $298,026,407 | $372,581,176 | increased by$74,554,769 |
| Apr 1, 2022 | Accounts | 12 | 10 | decreased by2 |
| 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 “STRONGHOLD RESOURCE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRONGHOLD RESOURCE” 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.