CRD: 148173
Strategent Financial, LLC
$374.7M Total AUM
$374.7M Disc. AUM
13.7% 3Y CAGR
6 Employees
146 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-10-2008
- Office Locations
- 1
Office Locations
185 Neff Avenue, Suite 102 Harrisonburg VA
About Strategent Financial, LLC
Strategent Financial, LLC is an independent, fee-only registered investment advisor delivering comprehensive wealth management and tailored advice. The firm primarily serves high net worth individuals and families, along with businesses, 401(k) plans, and nonprofits, building goal-based investment plans and retirement solutions. Not tied to any brokerage; custody includes Charles Schwab & Co.
Team overview
45 AVG AGE
$93.7M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
8.6 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DALE SCOTT LAM
Chief Compliance Officer, Managing Member, President
- CRD
- #3265572
- Ownership
- 50% but less than 75%
Available
Available
Available
ANDREW SCOTT LAM
Partner
- CRD
- #6869794
- Ownership
- 10% but less than 25%
Available
Available
Available
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DEBBIE STRAUSS BYERLY
--
- CRD
- #5356353
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $374,747,138 | $2,755,494 |
| Non-Discretionary | $0 | -- |
| Total | $374,747,138 | $2,755,494 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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