Strive Financial Group, Llc
- Regulatory AUM
- $247M
- Discretionary
- $239M
- Clients
- 769
- Avg AUM / client
- $321K
- Accounts
- 1,991
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 660 | $143M | 58.1% |
| High net worth individuals | 109 | $98.3M | 39.8% |
| Pension and profit sharing plans | Fewer than 5 | $3.0M | 1.22% |
| Charitable organizations | Fewer than 5 | $102K | 0.04% |
| Corporations and other businesses | Fewer than 5 | $2.1M | 0.84% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Thomas Freeman | Managing Member | Dec 2021 (5y) | ≈ 37.5% – 75% via Freeman Financial | |
| Joseph Thomas Hillman | Investment Advisor Representative/Chief Compliance Officer | Dec 2021 (5y) | ≈ 37.5% – 75% via Hillman Financial | |
| Christopher Bryon Bauchle | Registered representative | CFP | Oct 2024 (2y) | |
| Joshua Michael Da More | Registered representative | Oct 2024 (2y) | ||
| Ross Joseph Douglas Gaddy | Registered representative | Oct 2024 (2y) | ||
| John P Hillman | Registered representative | Sep 2025 (1y) | ||
| Hayley Odelia Lenz | Registered representative | Feb 2026 (1y) | ||
| Thomas Gregory Rueckl | Registered representative | CFP | Mar 2026 (0y) | |
| Logan George Rueckl | Registered representative | Apr 2026 (0y) | ||
| Sandesh Arles | Registered representative | Apr 2026 (0y) | ||
| Mark Elliott Shannon | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hillman Financial | Member | Sep 2024 | A | 50% – 75% |
| Freeman Financial | Member | Sep 2024 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Gregory Thomas Freeman: 75% – 100% of Freeman Financial × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Joseph Thomas Hillman: 75% – 100% of Hillman Financial × 50% – 75% 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) | 07/10/2026 | 1000 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
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $247M (100% 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 10, 2026.
View current Form ADV (SEC/IAPD) ↗