Strategy, Inc.
● SEC registered since 2024CRD 290104SEC# 801-130764Lubbock, TX
Reg. AUM
$142.4M
Employees
5
Accounts
542
Location
Lubbock, TX
Strategy, Inc. assets under management
Strategy, Inc. is an SEC-registered investment adviser based in Lubbock, TX. The firm has been registered since 2024. It reports $142.4 million in regulatory assets under management and employs 5 people.
Strategy, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Howard Russell Control | President | Under 5% | 1993 |
| Shelby Lynne Russell Control | Vice President And Chief Compliance Officer | 50-75% | 2017 |
| Sherryle Lynne Cantu Control | Secretary/Treasurer | 25-50% | 2017 |
Frequently asked questions
How much does Strategy, Inc. manage?
Strategy, Inc. reports $142.4 million in regulatory assets under management on its Form ADV.
How many employees does Strategy, Inc. have?
Strategy, Inc. reports 5 employees.
Where is Strategy, Inc. located?
Strategy, Inc. is based in Lubbock, TX and has been SEC-registered since 2024.
Does Strategy, Inc. disclose fund performance?
Strategy, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12002 Trafalgar Avenue, Suite 102, Lubbock, TX 79424 |
| Phone | 806-794-3848 |
| Fax | 806-794-3929 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$142.4M▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$142.4Mregulatory AUM
Discretionary $142.4M