Strategas Asset Management, Llc
- Regulatory AUM
- $458M
- Discretionary
- $458M
- Clients
- 15
- Avg AUM / client
- $30.6M
- Accounts
- 15
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 10 | $4.8M | 1.05% |
| Investment companies | 3 | $452M | 98.6% |
| Other investment advisers | 1 | $1.1M | 0.24% |
| Corporations and other businesses | 1 | $312K | 0.07% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Michael Clifton | Portfolio Manager | Sep 2016 (10y) | Less than 5% | |
| Booth, Steven Gregory | Director | Jan 2018 (9y) | Less than 5% | |
| Langenfeld, Jon, A | Director | Jan 2018 (9y) | Less than 5% | |
| Nicholas Gregory Bohnsack | Chief Executive Officer /Director | Jan 2018 (9y) | Less than 5% | |
| Trennert, Jason Richard | Chief Investment Officer/Director | Jan 2018 (9y) | Less than 5% | |
| Connors, Anjali, E | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% | |
| Robert Michael Lapolla | Registered representative | Feb 2020 (6y) | ||
| Gerald Hendricks | Registered representative | Feb 2021 (5y) | ||
| James Patrick Martin | Registered representative | Oct 2024 (2y) | ||
| Michael P Hurley | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Baird Financial Corporation | Shareholder | Jan 2018 | A | 75% or more |
| Baird Financial Group, Inc. | Shareholder | Jan 2018 | B | ≈ 56.25% – 100% via Baird Financial Corporation |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Baird Financial Group, Inc.: 75% – 100% of Baird Financial Corporation × 75% – 100% direct ≈ 56.25% – 100% 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) | 07/17/2026 | 1.31 MB | 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
- • Other fees
- • A PERCENTAGE OF AUM FROM PERSONS RECEIVING MODEL PORTFOLIOS
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Pershing $5.6M (4% of AUM) Nov 2025
- Robert W. Baird & Co. Incorporated $4.3M (1% of AUM) Jul 2026
- Charles Schwab & Co. $1.4M (0% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 17, 2026.
View current Form ADV (SEC/IAPD) ↗