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| Strive Financial Group LLC
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|---|---|
| CRD # | 333298 |
| SEC # | 801-131400 |
| CIK # | 0002090040, 0001920406 |
| AUM | 246.7 M (2026-05-08) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 317-590-0146 |
| Address | 10201 N Illinois Street Carmel, IN 46290 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002090040 0001920406 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 10.7 | ||
| Nvidia Corp | 5.9 | ||
| Apple Inc | 5.4 | ||
| Microsoft Corp | 4.7 | ||
| Facebook Inc | 4.5 | ||
| Amazon Com Inc | 4.4 | ||
| Alphabet Inc | 4.1 | ||
| Wal Mart Stores Inc | 2.6 | ||
| Caseys General Stores Inc | 2.4 | ||
| Hansen Natural Corp | 2.4 | ||
| Amgen Inc | 2.3 | ||
| Amerisourcebergen Corp | 2.3 | ||
| Autozone Inc | 2.2 | ||
| Intercontinentalexchange Group Inc | 2.2 | ||
| Costco Wholesale Corp /NEW | 2.0 | ||
| PepsiCo Inc | 1.9 | ||
| Rollins Inc | 1.9 | ||
| Oracle Corp | 1.9 | ||
| Adobe Systems Inc | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 660 | 143.3 |
| (b) Individuals (high net worth individuals) | 109 | 98.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,991 | 246.7 |
| By Discretionary | ||
| Discretionary | 1,990 | 238.5 |
| Non-Discretionary | 1 | 8.2 |
| Total | 1,991 | 246.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.7 | |
| Total | 1,991 | 246.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001920406] | |
| 10-Q | [0001920406] | |
| 3 | [0001920406] | |
| 4 | [0001920406] | |
| 8-K | [0001920406] | |
| D | [0001920406] | |
| SC 13D | [0001920406] | |
| SC 13G | [0001920406] | |
| 13F-HR | [0002090040] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Strive Inc | |
| Semler Eric | |
| Pham Benjamin | |
| Cole Matthew Ryan | |
| Beirne Brian Logan | |
| Lavish James | |
| Roy Avik | |
| Jajodia Shirish | |
| Macey Jonathan R | |
| Ramakrishnan Mahesh | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Strive Inc ASST
Restricted Stock Units · derivative
|
2026-03-19 | Grant | 702,856 | ||
|
Strive Inc ASST
Class A Common Stock
|
2026-02-18 | Buy | 6,213.84 | $8.06 | 50,084 |
|
Strive Inc ASST
Class A Common Stock
|
2026-02-17 | Buy | 7,900.29 | $8.23 | 65,019 |
|
Strive Inc ASST
Class A Common Stock
|
2026-02-13 | Buy | 11,500 | $8.73 | 100,395 |
|
Strive Inc ASST
Restricted Class B Common Stock · derivative
|
2026-01-16 | Option exercise | 212,930 | ||
|
Strive Inc ASST
Restricted Stock Units · derivative
|
2026-01-16 | Option exercise | 226,583 | ||
|
Strive Inc ASST
Class B Common Stock · derivative
|
2026-01-16 | Option exercise | 212,930 | ||
|
Strive Inc ASST
Class B Common Stock · derivative
|
2026-01-16 | Tax withheld | 95,816 | $0.97 | 92,942 |
|
Strive Inc ASST
Restricted Stock Units · derivative
|
2026-01-16 | Option exercise | 164,810 | ||
|
Strive Inc ASST
Class B Common Stock · derivative
|
2026-01-16 | Option exercise | 164,810 | ||
|
Strive Inc ASST
Class B Common Stock · derivative
|
2026-01-16 | Tax withheld | 83,178 | $0.97 | 80,683 |
|
Strive Inc ASST
Stock Option (Right to Buy) · derivative
|
2026-01-16 | Grant | 3,157,500 | ||
|
Strive Inc ASST
Stock Option (Right to Buy) · derivative
|
2026-01-16 | Grant | 260,493 | ||
|
Strive Inc ASST
Class A Common Stock
|
2026-01-16 | Grant | 1,637,079 | $0.00 | |
|
Strive Inc ASST
Class A Common Stock
|
2026-01-16 | Grant | 13,395,083 | $0.00 | |
|
Strive Inc ASST
Class B Common Stock · derivative
|
2026-01-16 | Option exercise | 226,583 | ||
|
Strive Inc ASST
Stock Option (Right to Buy) · derivative
|
2026-01-16 | Grant | 84,200 | ||
|
Strive Inc ASST
Stock Option (Right to Buy) · derivative
|
2026-01-16 | Grant | 1,578,750 | ||
|
Strive Inc ASST
Stock Option (Right to Buy) · derivative
|
2026-01-16 | Grant | 168,400 | ||
|
Strive Inc ASST
Stock Option (Right to Buy) · derivative
|
2026-01-16 | Grant | 84,200 | ||
| showing 20 of 166 most recent transactions | |||||
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