{"url":"https://nivawealth.com/firms/strong-investment-management-289309","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/289309","regulatoryAum":111903795,"crd":"289309","secFileNumber":"801-136985","legalName":"Strong Investment Management, LLC","displayName":"Strong Investment Management","slug":"strong-investment-management-289309","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"100 30th Street NW, Suite 100","city":"Canton","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44709"},"tradeNames":[],"registration":{"secApproved":"7 August 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":262388.59351620945,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":111903795,"discretionary":96939769,"discretionaryAccounts":606,"nonDiscretionary":14964026,"nonDiscretionaryAccounts":32,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":337,"regulatoryAum":49864324},{"label":"High-net-worth individuals","clients":64,"regulatoryAum":55353502},{"label":"Pension and profit-sharing plans","clients":2,"fewerThan5":true,"regulatoryAum":6388187},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":297782}],"feePrograms":[{"role":"other","program":"Financial Planning and Consulting","summary":"Flat fee between $250 and $950 for a financial plan, set by complexity, detail and hours needed; fees may be negotiated.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030726","versionId":1030726,"submittedOn":"2026-03-30","documentName":"STRONG INVESTMENT MANAGEMENT FORM ADV PART 2A + 2BS DTD 2-1-2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:51:13.516341+00:00","documents":[{"name":"STRONG INVESTMENT MANAGEMENT FORM ADV PART 2A + 2BS DTD 2-1-2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030726","versionId":1030726,"submittedOn":"2026-03-30"}]},"custodians":[],"custodyNote":"Strong Investment Management does not have custody of client assets.","otherCustodians":[],"leadership":[],"ownership":[],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"100 30th Street NW, Suite 100","city":"Canton","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"330-492-4470","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":36},{"label":"Investment grade corporate bonds","percent":9},{"label":"Securities issued by registered investment companies or business development companies","percent":53},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"27 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/289309/PDF/289309.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030726","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Strong Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Strong Investment Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Strong Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Strong Investment Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How does Strong Investment Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Strong Investment Management?","answer":"Strong Investment Management’s main office is at 100 30th Street NW, Suite 100, Canton, OH 44709. Its phone number is 330-492-4470.","source":"Form ADV Part 1A, Item 1.F, filed 27 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}