Strategent Financial, LLC
● SEC registered since 2018CRD 148173SEC# 801-112356Harrisonburg, VA
Reg. AUM
$374.7M
Employees
6
Accounts
136
Location
Harrisonburg, VA
Strategent Financial, LLC assets under management
Strategent Financial, LLC is an investment advisory firm registered with the SEC based in Harrisonburg, VA. The firm has been registered since 2018. It reports $374.7 million in regulatory assets under management and employs 6 people.
Strategent Financial, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abram Joshua Shearer Control | Member | 10-25% | 2018 |
| Andrew Scott Lam Control | Member | 10-25% | 2025 |
| Dale Scott Lam Control | Managing Member, Chief Compliance Officer | 50-75% | 2008 |
Frequently asked questions
How much does Strategent Financial, LLC manage?
Strategent Financial, LLC reports $374.7 million in regulatory assets under management on its Form ADV.
How many employees does Strategent Financial, LLC have?
Strategent Financial, LLC reports 6 employees.
Where is Strategent Financial, LLC located?
Strategent Financial, LLC is based in Harrisonburg, VA and has been SEC-registered since 2018.
Does Strategent Financial, LLC disclose fund performance?
Strategent Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 185 Neff Avenue, Suite 102, Harrisonburg, VA 22801 |
| Phone | 540-437-1222 |
| Fax | 540-437-1299 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$374.7M▲ 43%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$374.7Mregulatory AUM
Discretionary $374.7M