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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-08-2019
- Office Locations
- 1
Office Locations
About Strongbox Wealth, LLC
StrongBox Wealth is a Lee’s Summit, MO-based fiduciary RIA delivering customized financial planning with integrated portfolio management and concierge-level service. The team works with affluent families, business owners and other professionals, emphasizing tax-smart, risk-first advice and portfolio construction using vehicles such as ETFs and fixed income (including munis). Custodies at Schwab, supports held-away accounts via Pontera, and was featured in AdvisorHub’s 200 RIAs to Watch (2024).
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
CHARLES SHERWOOD COOPER III
Advisor, Chief Compliance Officer, Managing Member, Managing Partner, WEALTH ADVISOR
- CRD
- #2290910
- Ownership
- 75% or more
JONATHAN GRANT GARLOW
Advisor
- CRD
- #5847474
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Andrew William Beil
Wealth Advisor
- CRD
- #6343436
KATHY ANN POSTOAK
Certified Financial Planner
- CRD
- #1855695
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $528,791,865 | $326,213 |
| Non-Discretionary | $33,652,008 | $437,039 |
| Total | $562,443,873 | $331,239 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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