Astoria Strategic Wealth, Inc.
● SEC registered since 2015CRD 113510SEC# 801-101469
Reg. AUM
$482.5M
Employees
7
Accounts
1,021
Location
—
Astoria Strategic Wealth, Inc. assets under management
Astoria Strategic Wealth, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2015. It reports $482.5 million in regulatory assets under management and employs 7 people.
Astoria Strategic Wealth, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Arthur Cox Control | Principal/ Chief Compliance Officer/President | 25-50% | 2013 |
| Kirby Don Jacobson Control | Managing Principal And Chief Investment Officer | 25-50% | 2022 |
| Russell Eugene Jacobson | Principal/Investment Advisor Representative | 10-25% | 2025 |
Frequently asked questions
How much does Astoria Strategic Wealth, Inc. manage?
Astoria Strategic Wealth, Inc. reports $482.5 million in regulatory assets under management on its Form ADV.
How many employees does Astoria Strategic Wealth, Inc. have?
Astoria Strategic Wealth, Inc. reports 7 employees.
Does Astoria Strategic Wealth, Inc. disclose fund performance?
Astoria Strategic Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 888.321.7374 |
| Fax | 512-697-8302 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1777914 |
| Discloses disciplinary history | No |
Regulatory AUM
$482.5M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$482.5Mregulatory AUM
Discretionary $424MNon-discretionary $58.5M