Strong Investment Management provides financial planning and portfolio management for individuals and small businesses.
Strong Investment Management reports 404 clients. They include 337 individual clients, 64 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 86.6% ($96.9M across 606 accounts) are managed with discretion; $15M across 32 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 45% |
| High-net-worth individuals | 16% | 49% |
| Pension and profit-sharing plans | <1% | 6% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 337 | $49.9M | 44.6% | $148K |
| High-net-worth individuals | 64 | $55.4M | 49.5% | $865K |
| Pension and profit-sharing plans | Fewer than 5 | $6.39M | 5.7% | $3.19M |
| Corporations and other businesses | Fewer than 5 | $298K | 0.3% | $298K |
| Total | 404 | $112M | 100% | — |
- Clients
- 337
- Regulatory AUM
- $49.9M
- AUM share
- 44.6%
- Avg. per client
- $148K
- Clients
- 64
- Regulatory AUM
- $55.4M
- AUM share
- 49.5%
- Avg. per client
- $865K
- Clients
- Fewer than 5
- Regulatory AUM
- $6.39M
- AUM share
- 5.7%
- Avg. per client
- $3.19M
- Clients
- Fewer than 5
- Regulatory AUM
- $298K
- AUM share
- 0.3%
- Avg. per client
- $298K
Total
- Clients
- 404
- Regulatory AUM
- $112M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Strong Investment Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Flat fee between $250 and $950 for a financial plan, set by complexity, detail and hours needed; fees may be negotiated.
It has 3 employees.
Leadership
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
Besides its headquarters, Strong Investment Management has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 100 30th Street NW, Suite 100, CantonHQ
Contact and registration details
- Legal name
- Strong Investment Management, LLC
- Headquarters
- 100 30th Street NW, Suite 100, Canton, OH 44709
- Website
- Not reported
- Phone
- 330-492-4470
- SEC file
- 801-136985
- Structure
- Ohio LLC
- Fiscal year end
- December
Strong Investment Management does not have custody of client assets.
At year end, Strong Investment Management’s separately managed accounts were mostly in funds (53%) and stocks (36%).
What the accounts hold
- Stocks36%
- Funds53%
- Bonds9%
- Cash2%
How many clients does Strong Investment Management have?
Strong Investment Management has 404 clients and manages $112 million for them, as of August 2026. They include 337 individual clients, 64 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026
What services does Strong Investment Management offer?
Strong Investment Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Strong Investment Management have?
Strong Investment Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 Strong Investment Management invest in?
At the end of its last fiscal year, Strong Investment Management’s separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 9% investment grade corporate bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Strong Investment Management get paid?
Strong Investment Management is paid through a percentage of assets under management 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 Strong Investment Management?
Strong Investment Management’s main office is at 100 30th Street NW, Suite 100, Canton, OH 44709. Its phone number is 330-492-4470.