Strong Tower Advisory Services Llc
- Regulatory AUM
- $759M
- Discretionary
- $580M
- Clients
- 314
- Avg AUM / client
- $2.4M
- Accounts
- 314
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Feb 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 176 | $51.3M | 6.76% |
| High net worth individuals | 124 | $518M | 68.2% |
| Pension and profit sharing plans | 8 | $179M | 23.6% |
| Charitable organizations | 1 | $4.5M | 0.59% |
| Corporations and other businesses | 5 | $6.7M | 0.88% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Kgpco, Inc. 401(k) Savings Plan Kgpco, Inc. | 2024 | |
| Preferred Credit, Inc. Retirement Savings Plan Preferred Credit, Inc. | 2024 | |
| Resolution Medical 401(k) Plan Resolution Medical Midco Llc | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Troy Dale Winegarner | Managing Partner | CFP | May 2021 (5y) | ≈ 56.25% – 100% via Troy Asset Management, Llc |
| Aaron Michael Peloquin | Chief Compliance Officer | CFP | Aug 2022 (4y) | Less than 5% |
| Gregory Jay Molle | Registered representative | CFP | Jun 2021 (5y) | |
| Wendy Madeline Peichel | Registered representative | CFA | Jun 2021 (5y) | |
| Cole Billings | Registered representative | May 2025 (1y) | ||
| Nicholas Richard Michel | Registered representative | Aug 2025 (1y) | ||
| Braeden John Mischke | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Troy Asset Management, Llc | Holding Company | Jan 2022 | 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):
- Troy Dale Winegarner: 75% – 100% of Troy Asset Management, Llc × 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.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Kgpco, Inc. 401(k) Savings Plan | Kgpco, Inc. | 2,010 | $107M | 01/01/2024 |
| Preferred Credit, Inc. Retirement Savings Plan | Preferred Credit, Inc. | 238 | $21.8M | 01/01/2024 |
| Resolution Medical 401(k) Plan | Resolution Medical Midco Llc | 184 | $10.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 871 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
- • Pension consulting services
Custody
Reported custodians
- Pershing $580M (76% of AUM) Feb 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: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗