THE ADVISORS GROUP

Legal name: STRATEGY, INC.

CRD 290104File 801-130764

APPROVED

Retail clients

Filing as of Feb 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$142.4M

Bottom 25% of cohort (national)

Discretionary AUM

$142.4M

Clients

194

542 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Jul 25, 2024
Principal office: 12002 TRAFALGAR AVENUE, SUITE 102, LUBBOCK, TX, 79424
Phone: 806-794-3848
Website: HTTP://WWW.THEADVISORSGROUP.NET/NEW/THEADVISORSGROUP/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $142.4M
Discretionary AUM: $142.4M
Non-discretionary AUM: $0
Discretionary accounts: 542
Non-discretionary accounts: 0
Total accounts: 542
AUM per client: $734K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$609K
Charitable organizations	Fewer than 5	$739K
High net worth individuals	35	$84.4M
Individuals (other than high net worth individuals)	157	$56.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
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 11

This 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.