$176.9K Total AUM
$176.9K Disc. AUM
-69.8% 3Y CAGR
1 Employees
2 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Oppenheimer
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-22-2017
- Office Locations
- 1
Office Locations
-- Bentleyville OH
About Strategic International
Strategic International is an Ohio-based registered investment adviser providing asset management and portfolio construction for retail clients. Portfolios are primarily implemented with ETFs (and some cash), with support for mutual funds and occasional private placements. Led by Taylor Lovell Shockey (CIO/CCO) and custodied at Interactive Brokers.
Team overview
-- AVG AGE
$176.9K AVG AUM / ADVISOR
$88.4K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
T
TAYLOR LOVELL SHOCKEY
Chief Compliance Officer, Chief Investment Officer, Managing Member, MANAGING PRINCIPAL
- CRD
- #5685254
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,870 | $88,435 |
| Non-Discretionary | $0 | -- |
| Total | $176,870 | $88,435 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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