$22.8M Total AUM
$22.8M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-22-2024
- Office Locations
- 1
Office Locations
-- Dublin OH
About Strathaven Financial LLC
Strathaven Financial is a boutique wealth manager offering customized investment management for individuals and families and retirement plan services for small businesses. The firm emphasizes a differentiated U.S. equity approach and active diversification/risk management, applying institutional solutions for retail portfolios. Founded by Patrick Tarkey, a former top performer at a major asset manager.
Team overview
-- AVG AGE
$22.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
Patrick J. Tarkey
Chief Compliance Officer, FOUNDER
- CRD
- #6303871
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,767,920 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,767,920 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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