Sherryle Cantu is a control person of Strategy and directly owns between 25% and 50% of it.
Strategy is an investment adviser based in Lubbock, TX, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $142 million, as filed on 4 February 2026. Its fees, ownership and offices are on the firm’s profile.
Sherryle Russell Cantu is the primary tax preparer at The Advisors Group. Cantu started working with John Russell in the fall of 1986 and, in the early years, managed the office and oversaw behind-the-scenes matters. Cantu later moved into preparing tax returns and became the primary tax preparer for the practice.
- CRD
- 4358928
- Firm
- Strategy · CRD 290104
- Role
- Secretary/Treasurer
- In role since
- November 2017 · 8 years
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- Lubbock, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theadvisorsgroup.net
Where does Sherryle Cantu work?
Sherryle Cantu has been Secretary/Treasurer of Strategy, Inc. since November 2017, and is a control person of the firm.
How can I verify Sherryle Cantu’s record?
Sherryle Cantu’s role is listed on Strategy, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 290104.