Syverson Strege & Company
- Regulatory AUM
- $911M
- Discretionary
- $765M
- Clients
- 528
- Avg AUM / client
- $1.7M
- Accounts
- 1,979
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Investments (13F portfolio — 169 positions, $415,605,399)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Dimensional Etf Trust | US CORE EQUITY 2 | $123,634,621 | 3,181,539 | 29.7% | 13.6% |
| 2 | Dimensional Etf Trust | INTL CORE EQUITY | $72,116,429 | 2,029,733 | 17.4% | 7.92% |
| 3 | Dimensional Etf Trust | EMERGING MKTS CO | $25,811,191 | 747,068 | 6.21% | 2.83% |
| 4 | Dimensional Etf Trust | US HIGH PROFITAB | $16,751,014 | 455,686 | 4.03% | 1.84% |
| 5 | Dimensional Etf Trust | US SMALL CAP ETF | $12,852,219 | 180,686 | 3.09% | 1.41% |
| 6 | Dimensional Etf Trust | GLOBAL REAL EST | $12,654,379 | 476,086 | 3.04% | 1.39% |
| 7 | Dimensional Etf Trust | US CORE EQT MKT | $9,781,329 | 216,785 | 2.35% | 1.07% |
| 8 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $9,411,665 | 185,965 | 2.26% | 1.03% |
| 9 | Dimensional Etf Trust | INTL SMALL CAP E | $5,957,778 | 176,946 | 1.43% | 0.65% |
| 10 | Dimensional Etf Trust | INTL CORE EQT MK | $5,137,521 | 131,867 | 1.24% | 0.56% |
| 11 | Pimco Etf Tr | ACTIVE BD ETF | $4,752,377 | 51,500 | 1.14% | 0.52% |
| 12 | Nvidia Corporation | COM | $4,283,264 | 24,560 | 1.03% | 0.47% |
| 13 | Apple Inc | COM | $4,215,848 | 16,612 | 1.01% | 0.46% |
| 14 | Dimensional Etf Trust | US SUSTAINABILTY | $3,609,448 | 87,842 | 0.87% | 0.4% |
| 15 | J P Morgan Exchange Traded F | INCOME ETF | $3,547,541 | 77,003 | 0.85% | 0.39% |
| 16 | Microsoft Corp | COM | $3,156,619 | 8,527 | 0.76% | 0.35% |
| 17 | Ishares Tr | MSCI USA MIN VOL | $3,061,945 | 33,016 | 0.74% | 0.34% |
| 18 | Walmart Inc | COM | $2,765,520 | 22,252 | 0.67% | 0.3% |
| 19 | Exxon Mobil Corp | COM | $2,650,842 | 15,624 | 0.64% | 0.29% |
| 20 | Meta Platforms Inc | CL A | $2,568,292 | 4,489 | 0.62% | 0.28% |
| 21 | Berkshire Hathaway Inc Del | CL B NEW | $2,537,364 | 5,295 | 0.61% | 0.28% |
| 22 | J P Morgan Exchange Traded F | ULTRA SHT MUNCPL | $2,517,239 | 49,377 | 0.61% | 0.28% |
| 23 | Dimensional Etf Trust | US EQUITY MARKET | $2,039,678 | 28,764 | 0.49% | 0.22% |
| 24 | Dimensional Etf Trust | WORLD EQUITY ETF | $1,930,841 | 26,170 | 0.46% | 0.21% |
| 25 | Amazon Com Inc | COM | $1,913,376 | 9,187 | 0.46% | 0.21% |
Top 25 of 169 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 227 | $53.7M | 5.9% |
| High net worth individuals | 296 | $816M | 89.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.6M | 0.29% |
| Charitable organizations | 5 | $2.3M | 0.25% |
| Corporations and other businesses | Fewer than 5 clients | $35.7M | 3.92% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Johnne David Syverson | Board Member Vbhc & Syverson Strege Senior Fee Only Planner | CFP Chartered Financial Consultant | Jan 1999 (28y) | Less than 5% |
| Strege, David, Glenn | Chairman, Secretary Vbhc & Syverson Strege Senior Fee Only Financial Planner | Jan 2010 (17y) | ≈ 37.5% – 75% via Values Based Holding Corporation | |
| Wayne Eugene Johnson | Board Member Vbhc | CFP | Mar 2011 (15y) | Less than 5% |
| Matthew William Roberts | Syverson Strege Chief Planning Officer & Chief Compliance Officer | CFP | Feb 2014 (12y) | Less than 5% |
| Lance David Gunkel | President Vbhc & Syverson Strege Managing Director | CFP CFA | Feb 2014 (12y) | Less than 5% |
| Jason Lyn Gunkel | Syverson Strege Chief Investment Officer | CFP CFA | Feb 2014 (12y) | Less than 5% |
| Grogan, Meribeth | Syverson Strege Director Of Finance And Administration | Oct 2018 (8y) | Less than 5% | |
| Tim Adrian Roemmich | Registered representative | CFP | Mar 2011 (15y) | |
| Lance Raymond Knaack | Registered representative | CFP | May 2023 (3y) | |
| Ryan David Simpson | Registered representative | CFP | Mar 2024 (2y) | |
| Damian L Beard | Registered representative | CFP | Sep 2024 (2y) | |
| Jennifer Elisabeth Scheck | Registered representative | CFP | May 2025 (1y) | |
| Cameron John Pietzsch | Registered representative | CFP | May 2025 (1y) | |
| Teresa Marie Baumann | Registered representative | CFP | May 2026 (0y) | |
| Tanner Reed Sprouse | Registered representative | CFP | May 2026 (0y) | |
| Kevin James Mclean | Registered representative | CFA | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Values Based Holding Corporation | Holding Company | Jan 2010 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Strege, David, Glenn: 50% – 75% of Values Based Holding Corporation × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $532M (58% of AUM) Jul 2026
- SEI Private Trust $374M (41% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗