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STRIVE ASSET MANAGEMENT
Legal name: STRIVE ASSET MANAGEMENT, LLC
CRD 322039File 801-125907
APPROVED
Filing as of Jun 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.38B
Top 25% of cohort (national)
Discretionary AUM
$2.38B
Clients
14
15 accounts
Employees
33
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 21, 2022
- Principal office
- 200 CRESCENT COURT, STE 1400, DALLAS, TX, 75201
- Phone
- 872-270-5406
- Website
- https://www.strive.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.38B
- Discretionary AUM
- $2.38B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 15
- Non-discretionary accounts
- 0
- Total accounts
- 15
- AUM per client
- $169.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 13 | $2.37B |
| High net worth individuals | Fewer than 5 | $728K |
| Pooled investment vehicles | 1 | $1.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- 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 |
|---|---|---|---|
| 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.