|
⚲
|
| Keyboard |
| Strongbox Wealth LLC
✚
|
|
|---|---|
| CRD # | 304952 |
| SEC # | 801-117141 |
| CIK # | 0001812155 |
| AUM | 562.4 M (2026-03-10) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 816-607-5410 |
| Address | 3470 NE Ralph Powell Road Lees Summit, MO 64064 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001812155 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 11.4 | ||
| Broadcom Inc | 8.8 | ||
| Microsoft Corp | 8.2 | ||
| Costco Wholesale Corp /NEW | 8.0 | ||
| J P Morgan Chase & Co | 7.7 | ||
| Eaton Corp Ltd | 7.6 | ||
| United Technologies Corp /DE/ | 7.5 | ||
| Visa Inc | 7.2 | ||
| FPL Group Inc | 6.9 | ||
| Chevron Corp | 6.6 | ||
| Nvidia Corp | 6.1 | ||
| Amazon Com Inc | 6.0 | ||
| Linde PLC | 5.4 | ||
| Amgen Inc | 5.2 | ||
| Apple Inc | 5.0 | ||
| Home Depot Inc | 4.6 | ||
| Lilly Eli & Co | 4.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 100.3 |
| (b) Individuals (high net worth individuals) | 189 | 422.9 |
| (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 | 19 | 21.1 |
| (h) Charitable organizations | 0 | 6.4 |
| (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 | 6 | 11.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,698 | 562.4 |
| By Discretionary | ||
| Discretionary | 1,621 | 528.8 |
| Non-Discretionary | 77 | 33.7 |
| Total | 1,698 | 562.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 561.3 | |
| Total | 1,698 | 562.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001812155] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Olstein Capital Management LP
✚
|
NY | 564.1 M |
|
The LUTS & Greenleigh Group Inc
✚
|
MD | 563.9 M |
|
Vela Investment Management LLC
✚
|
OH | 562.9 M |
|
Jacobsen Capital Management LLC
✚
|
UT | 562.9 M |
|
Capitol Private Wealth Group LLC
✚
|
VA | 562.1 M |
|
Acorn Wealth Advisors LLC
✚
|
MI | 561.4 M |
|
TowerPoint Wealth LLC
✚
|
CA | 561.3 M |
|
Retireright LLC
✚
|
IA | 561.1 M |
|
Wedgewood Partners Inc
✚
|
MO | 560.7 M |
|
Melia Group LLC
✚
|
OK | 560.1 M |