Strid Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, family office services, insurance, philanthropic planning, and tax planning.
Strid Group reports 344 clients. They include 183 high-net-worth individuals, 158 individual clients and 2 charitable organizations. Of its assets, 97.3% ($1.05B across 2,724 accounts) are managed with discretion; $28.7M across 54 accounts are not. A wrap fee program the firm both sponsors and manages holds $74.9M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 5% |
| High-net-worth individuals | 53% | 93% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 158 | $53.8M | 5.0% | $340K |
| High-net-worth individuals | 183 | $1B | 93.0% | $5.48M |
| Pension and profit-sharing plans | Fewer than 5 | $21.1M | 2.0% | $21.1M |
| Charitable organizations | Fewer than 5 | $497K | 0.0% | $249K |
| Total | 344 | $1.08B | 100% | — |
- Clients
- 158
- Regulatory AUM
- $53.8M
- AUM share
- 5.0%
- Avg. per client
- $340K
- Clients
- 183
- Regulatory AUM
- $1B
- AUM share
- 93.0%
- Avg. per client
- $5.48M
- Clients
- Fewer than 5
- Regulatory AUM
- $21.1M
- AUM share
- 2.0%
- Avg. per client
- $21.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $497K
- AUM share
- 0.0%
- Avg. per client
- $249K
Total
- Clients
- 344
- Regulatory AUM
- $1.08B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Strid Group charges up to 1.50% a year for its Investment Management. The fee is billed in advance or in arrears, is negotiable and has a $2,500 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting carry a minimum flat fee of $5,000, and the final fee depends on the scope and complexity of the engagement.
- Ongoing Guidance and Planning
- Ongoing guidance and planning is a flat fee of $2,500 to $20,000 for private wealth management, billed quarterly in advance; family office fees are custom.
Erik Strid owns 50% to 75% of Strid Group. The leadership team of Strid Group includes Chief Compliance Officer Paul Strid. It has 12 employees, 9 of them in advisory roles.
Leadership
- Paul StridManaging Partner & Chief Compliance Officer
- Erik StridManaging Member
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Andrew John Brewster
- Paige E Deasy
- Thomas Greco
- Nathan Josiah Hayward
- Patrick Johnson
- John Alfred Liberatore
- Garrett Charles Roach
- Erik Ortlieb Strid
- Paul Flick Strid
Staff
- 12 employees
- 9 in advisory functions
- 9 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 50% to 75% of Strid Group, LLC
Erik Strid
Control person · since February 2014
- Owns 25% to 50% of Strid Group, LLC
Paul Strid
Control person · since February 2014
Strid Group’s regulatory assets grew 1.7× from $651M (May 2021) to $1.08B (March 2026); clients rose from 248 to 344 and employees from 9 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.08B | 344 | 12 | 1 |
| July 2025 | $899M | 322 | 11 | 1 |
| March 2024 | $800M | 300 | 10 | 1 |
| February 2023 | $700M | 279 | 12 | 1 |
| March 2022 | $795M | 262 | 14 | 1 |
| May 2021 | $651M | 248 | 9 | 1 |
Besides its headquarters, Strid Group has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 3803 West Chester Pike, Suite 225, Newtown SquareHQ
Other business names
Strid Group has reported 1 other business name to the SEC.
- Concentus Wealth Advisors
Contact and registration details
- Legal name
- Strid Group, LLC
- Headquarters
- 3803 West Chester Pike, Suite 225, Newtown Square, PA 19073
- Website
- concentus.com
- Phone
- 610-994-9190
- @concentus-wealth-advisors
- SEC file
- 801-79182
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Strid Group uses Charles Schwab ($917M) as custodian for its separately managed accounts. Strid Group has custody of $97.6M in client assets for 90 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $917M100%
At year end, Strid Group’s separately managed accounts were mostly in funds (85%). Its reported 13F holdings for the quarter ended 30 June 2026 total $901M across 93 positions; the largest are Schwab Strategic TR (27.6%), Vanguard Intl Equity Index F (12.4%) and EA Series Trust (11.2%).
What the accounts hold
- Stocks5%
- Funds85%
- Bonds1%
- Cash5%
- Other4%
- Private equity, structured notes, limited partnership, master limited partnerhsip4%
Reported 13F holdings
- $901M
- Reported 13F value
- 93
- Positions
- 83.0%
- In the 10 largest
- +11.6%
- Value vs. prior quarter
- Schwab Strategic TR · US Brd Mkt ETF27.6%
- Vanguard Intl Equity Index F · Allwrld EX US12.4%
- EA Series Trust · US Quan Value11.2%
- First TR Exchange Traded FD · Dorsey Wright9.9%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt7.7%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF7.5%
- Invesco Exchange Traded FD T · Dors Wri Mom ETF1.8%
- Thornburg ETF TR · Multi Sector BD1.7%
- iShares TR · Ibonds 27 ETF1.6%
- Nucor Corp.1.6%
Together, the ten largest are 83.0% of reported value.
How many clients does Strid Group have?
Strid Group has 344 clients and manages $1.08 billion for them, as of March 2026. They include 183 high-net-worth individuals, 158 individual clients and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Strid Group offer?
Strid Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, family office services, 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 Strid Group charge?
Strid Group charges up to 1.50% a year for its Investment Management. The fee is billed in advance or in arrears, is negotiable and has a $2,500 annual minimum.
Which custodians does Strid Group use?
Strid Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $917M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Strid Group have?
Strid Group has 9 investment adviser representatives registered with state securities authorities, out of 12 employees, and 9 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Strid Group invest in?
At the end of its last fiscal year, Strid Group’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 5% cash and equivalents, 4% other and 1% U.S. government and agency bonds. The 4% other category is described as: Private Equity, Structured Notes, Limited Partnership, Master Limited Partnerhsip.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strid Group?
Strid Group’s direct owners are Erik Strid (50% to 75%) and Paul Strid (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Strid Group get paid?
Strid Group is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no 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
Is Strid Group registered with the SEC?
Yes, Strid Group has been registered with the SEC as an investment adviser since 19 February 2014. Its CRD number is 170052 and its SEC file number is 801-79182.
Source: Form ADV Part 1A, Item 1, filed 20 March 2026; IAPD firm record
How do I contact Strid Group?
Strid Group’s main office is at 3803 West Chester Pike, Suite 225, Newtown Square, PA 19073. Its phone number is 610-994-9190. Its website is concentus.com.