CRD: 109939
Strategy Asset Managers L.l.c.
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- Custodian
- Bank OF America · Broadridge · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-23-2001
- Office Locations
- 4
Office Locations
About Strategy Asset Managers L.l.c.
Strategy Asset Managers (SAM) provides wealth management and long-term financial planning, including investment management, retirement planning, and insurance-based risk management. The firm advises high-net-worth individuals, business owners/corporations, family offices, and financial advisors/intermediaries, using a disciplined team approach to asset allocation and security selection with significant ETF usage. Led by CEO Tom Hulick, SAM is active in financial media and offers portfolio second-opinion reviews.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS WOODWARD HULICK
Chief Executive Officer, Partner
- CRD
- #1806305
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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David Mac Cormick Carter
--
- CRD
- #8244240
David Jin Kyu Chong
Wealth Advisor
- CRD
- #2679656
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $930,077,850 | $637,913 |
| Non-Discretionary | $0 | -- |
| Total | $930,077,850 | $637,913 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | 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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