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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Strid Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Strid Group charge?","answer":"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.","source":"ADV PART 2A - FIRM BROCHURE, filed 20 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Strid Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Strid Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Strid Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Strid Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Strid Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Strid Group registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Strid Group?","answer":"Strid Group’s main office is at 3803 West Chester Pike, Suite 225, Newtown Square, PA 19073. Its phone number is 610-994-9190. 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