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| Strategas Asset Management LLC
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| CRD # | 172000 |
| SEC # | 801-113292 |
| CIK # | 0001728280 |
| AUM | 458.4 M (2026-06-15) |
| Employees | 26 (58% Investors, 81% Brokers) |
| Fees | |
| Minimum | |
| Phone | 855-273-7227 |
| Address | 52 Vanderbilt Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 2.5 | ||
| Microsoft Corp | 2.1 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Alphabet Inc | 1.9 | ||
| GE Vernova Inc | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| Johnson & Johnson | 1.1 | ||
| General Electric Co | 1.0 | ||
| Home Depot Inc | 1.0 | ||
| Facebook Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 4.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 452.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 1.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 458.4 |
| By Discretionary | ||
| Discretionary | 15 | 458.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 458.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 458.4 | |
| Total | 15 | 458.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001728280] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 8 |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Strategas Asset Management LLC
✚
|
NY | 458.4 M |
|
Strategas Securities LLC
✚
|
NY |
| Comparable Firms | State | AUM |
|---|---|---|
|
Saiph Capital LLC
✚
|
NJ | 459.4 M |
|
Seaside Wealth Management Inc
✚
|
CA | 459.3 M |
|
Oldfather Financial Services LLC
✚
|
NE | 459.0 M |
|
Owen Larue LLC
✚
|
KY | 458.9 M |
|
Trinity Capital Investors
✚
|
MS | 458.3 M |
|
First Nebraska Advisory LLC
✚
|
NE | 458.0 M |
|
Paragon Private Wealth Management LLC
✚
|
KY | 457.9 M |
|
Cambridge Capital Management LLC
✚
|
IL | 457.8 M |
|
Pursuit Wealth Management LLC
✚
|
NC | 457.5 M |
|
Birch Run Investments LLC
✚
|
PA | 457.5 M |