Astoria Strategic Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, business succession planning, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Astoria Strategic Wealth reports 177 clients. They include 122 high-net-worth individuals, 53 individual clients, and 2 pension and profit-sharing plans. Of its assets, 87.9% ($424M across 912 accounts) are managed with discretion; $58.5M across 109 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 5% |
| High-net-worth individuals | 69% | 94% |
| Pension and profit-sharing plans | 1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 53 | $25.1M | 5.2% | $473K |
| High-net-worth individuals | 122 | $452M | 93.6% | $3.7M |
| Pension and profit-sharing plans | 2 | $5.8M | 1.2% | $2.9M |
| Total | 177 | $483M | 100% | $2.73M |
- Clients
- 53
- Regulatory AUM
- $25.1M
- AUM share
- 5.2%
- Avg. per client
- $473K
- Clients
- 122
- Regulatory AUM
- $452M
- AUM share
- 93.6%
- Avg. per client
- $3.7M
- Clients
- 2
- Regulatory AUM
- $5.8M
- AUM share
- 1.2%
- Avg. per client
- $2.9M
Total
- Clients
- 177
- Regulatory AUM
- $483M
- AUM share
- 100%
- Avg. per client
- $2.73M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Astoria Strategic Wealth charges 0.45% a year for its Investment management fee. The fee is not negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning (Silver, Gold, Platinum)
- Annual fixed planning fee: up to $3,600 at Silver, $3,600 to $7,000 at Gold and $6,000 to $50,000 at Platinum, by complexity; negotiable.
- Hourly consultation
- Hourly consultation is billed at $300 an hour, quarterly in arrears.
Brian Cox owns 25% to 50% of Astoria Strategic Wealth. The leadership team of Astoria Strategic Wealth includes President Brian Cox and Chief Investment Officer Kirby Jacobson. It has 7 employees.
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 25% to 50% of Astoria Strategic Wealth, Inc.
Brian Cox
Control person · since December 2013
- Owns 25% to 50% of Astoria Strategic Wealth, Inc.
Kirby Jacobson
Control person · since January 2022
- Owns 10% to 25% of Astoria Strategic Wealth, Inc.
Russell Jacobson
since August 2025
Astoria Strategic Wealth’s regulatory assets grew 2.1× from $226M (April 2021) to $483M (July 2026); clients rose from 133 to 177 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $483M | 177 | 7 | 7 |
| Feb 2025February 2025 | $420M | 194 | 8 | 8 |
| May 2024May 2024 | $374M | 168 | 7 | 7 |
| Mar 2023March 2023 | $297M | 152 | 7 | 7 |
| Mar 2022March 2022 | $293M | 121 | 6 | 6 |
| Apr 2021April 2021 | $226M | 133 | 6 | 5 |
Besides its headquarters, Astoria Strategic Wealth has 6 offices (5 private residences, listed without an address), with 2 listed addresses in 1 state.
Rhode Island · 1 listed address
- 180 8th Street, Providence
Choose a state to see its listed addresses.
Contact and registration details
- Legal name
- Astoria Strategic Wealth, Inc.
- Headquarters
- Not reported
- Website
- astoriastrategicwealth.com
- Phone
- 888-321-7374
- @astoriastrategicwealth
- SEC file
- 801-101469
- Founded
- 2000
- Structure
- Texas corporation
- Fiscal year end
- December
Astoria Strategic Wealth’s named custodian for separately managed accounts is Charles Schwab ($420M). Astoria Strategic Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $420M100%
At year end, Astoria Strategic Wealth’s separately managed accounts were mostly in stocks (96%).
What the accounts hold
- Stocks96%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash1%
How many clients does Astoria Strategic Wealth have?
Astoria Strategic Wealth has 177 clients and manages $483 million for them, as of July 2026. They include 122 high-net-worth individuals, 53 individual clients, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does Astoria Strategic Wealth offer?
Astoria Strategic Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, business succession planning, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Astoria Strategic Wealth charge?
Astoria Strategic Wealth charges 0.45% a year for its Investment management fee. The fee is not negotiable.
Source: ASTORIA STRATEGIC WEALTH FORM ADV PART 2A, filed 24 February 2026
Which custodians does Astoria Strategic Wealth use?
Astoria Strategic Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $420M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does Astoria Strategic Wealth have?
Astoria Strategic Wealth has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Astoria Strategic Wealth invest in?
At the end of its last fiscal year, Astoria Strategic Wealth’s separately managed accounts held 96% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Astoria Strategic Wealth?
Astoria Strategic Wealth’s direct owners are Brian Cox, Kirby Jacobson and Russell Jacobson, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does Astoria Strategic Wealth get paid?
Astoria Strategic Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Astoria Strategic Wealth?
Its phone number is 888-321-7374. Its website is astoriastrategicwealth.com.
