CRD: 304263
Strava Financial, LLC
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- Custodian
- Charles Schwab & Company · Equity Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-05-2019
- Office Locations
- 1
Office Locations
About Strava Financial, LLC
Strava Financial is an investment advisory firm serving families and small business owners with planning-led advice and a fundamental investment discipline. Led by founder David Bryant (MBA, CFP) with 20 years’ experience across equities and commercial real estate, including early career on the NYSE floor, the firm builds portfolios using vehicles such as ETFs and public funds and supports needs like tax, estate, and business succession planning. Custody includes Charles Schwab.
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Owner & Executives
DAVID LEE BRYANT
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4501479
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,060,636 | -- |
| Non-Discretionary | $7,364,104 | -- |
| Total | $92,424,740 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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