Strongbox Wealth, Llc
- Regulatory AUM
- $562M
- Discretionary
- $529M
- Clients
- 499
- Avg AUM / client
- $1.1M
- Accounts
- 1,698
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Investments (13F portfolio — 95 positions, $312,501,148)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $30,819,196 | 608,954 | 9.86% | 5.48% |
| 2 | Ishares Tr | 1 3 YR TREAS BD | $14,723,835 | 178,319 | 4.71% | 2.62% |
| 3 | Capital Group International | SHS | $12,866,413 | 380,438 | 4.12% | 2.29% |
| 4 | Alphabet Inc | CAP STK CL A | $11,367,015 | 39,529 | 3.64% | 2.02% |
| 5 | Ishares Tr | MSCI USA QLT FCT | $10,995,108 | 57,322 | 3.52% | 1.95% |
| 6 | Invesco Qqq Tr | UNIT SER 1 | $10,358,996 | 17,947 | 3.31% | 1.84% |
| 7 | Ishares Tr | CORE S&P MCP ETF | $10,347,787 | 153,232 | 3.31% | 1.84% |
| 8 | Broadcom Inc | COM | $8,797,203 | 28,423 | 2.82% | 1.56% |
| 9 | Microsoft Corp | COM | $8,229,488 | 22,231 | 2.63% | 1.46% |
| 10 | Costco Wholesale Corporation | COM | $8,023,352 | 8,052 | 2.57% | 1.43% |
| 11 | Jpmorgan Chase & Co | COM | $7,709,469 | 26,208 | 2.47% | 1.37% |
| 12 | Eaton Corp Plc | SHS | $7,621,232 | 21,308 | 2.44% | 1.36% |
| 13 | Rtx Corporation | COM | $7,503,424 | 38,898 | 2.4% | 1.33% |
| 14 | J P Morgan Exchange Traded F | EQUITY PREMIUM | $7,389,239 | 130,367 | 2.36% | 1.31% |
| 15 | Visa Inc | COM CL A | $7,212,079 | 23,862 | 2.31% | 1.28% |
| 16 | Nextera Energy Inc | COM | $6,883,894 | 74,116 | 2.2% | 1.22% |
| 17 | Select Sector Spdr Tr | STATE STREET REA | $6,854,687 | 167,883 | 2.19% | 1.22% |
| 18 | Chevron Corporation | COM | $6,648,732 | 32,135 | 2.13% | 1.18% |
| 19 | Nvidia Corporation | COM | $6,142,491 | 35,220 | 1.97% | 1.09% |
| 20 | Amazon Com Inc | COM | $5,972,767 | 28,678 | 1.91% | 1.06% |
| 21 | J P Morgan Exchange Traded F | ULTRA SHT MUNCPL | $5,970,990 | 117,124 | 1.91% | 1.06% |
| 22 | Vanguard Specialized Funds | DIV APP ETF | $5,804,094 | 26,988 | 1.86% | 1.03% |
| 23 | Linde Plc | SHS | $5,393,373 | 10,879 | 1.73% | 0.96% |
| 24 | Amgen Inc | COM | $5,236,935 | 14,884 | 1.68% | 0.93% |
| 25 | Apple Inc | COM | $5,006,053 | 19,725 | 1.6% | 0.89% |
Top 25 of 95 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) | 285 | $100M | 17.8% |
| High net worth individuals | 189 | $423M | 75.2% |
| Pension and profit sharing plans | 19 | $21.1M | 3.75% |
| Charitable organizations | Fewer than 5 clients | $6.4M | 1.15% |
| Corporations and other businesses | 6 | $11.7M | 2.09% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Sherwood Cooper | Managing Member & Chief Compliance Officer | CFP | Aug 2019 (7y) | 75% or more |
| Jonathan Grant Garlow | Founding Member | Aug 2019 (7y) | 10% – 25% | |
| Kathy Ann Postoak | Registered representative | Jan 2020 (7y) | ||
| Andrew William Beil | Registered representative | CFP | May 2021 (5y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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) | 03/10/2026 | 902 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $532M (95% of AUM) Mar 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: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗