AUMdb
SC

Strategence Capital Llc

SEC-registered Insurance-Affiliated · Boutique (under $100M) CRD 343488 · SEC file 801-137317 · Van Wert, OH
☆ Save with Pro ADV data as of Aug 24, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
—
Avg AUM / client
—
Accounts
0
Employees
9

AUM over time

$0 $0
Aug 17, 2026 Aug 24, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Aug 24, 2026

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Fixed fees

Services

  • • Financial planning services
  • • Pension consulting services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 24, 2026.

View current Form ADV (SEC/IAPD) ↗