StrongBox Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
StrongBox Wealth reports 499 clients. They include 285 individual clients, 189 high-net-worth individuals, and 19 pension and profit-sharing plans. Of its assets, 94.0% ($529M across 1,621 accounts) are managed with discretion; $33.7M across 77 accounts are not. Of its clients, 1% are outside the U.S. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 18% |
| High-net-worth individuals | 38% | 75% |
| Pension and profit-sharing plans | 4% | 4% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | 1% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 285 | $100M | 17.8% | $352K |
| High-net-worth individuals | 189 | $423M | 75.2% | $2.24M |
| Pension and profit-sharing plans | 19 | $21.1M | 3.7% | $1.11M |
| Charitable organizations | Fewer than 5 | $6.45M | 1.1% | — |
| Corporations and other businesses | 6 | $11.7M | 2.1% | $1.96M |
| Total | 499 | $562M | 100% | — |
- Clients
- 285
- Regulatory AUM
- $100M
- AUM share
- 17.8%
- Avg. per client
- $352K
- Clients
- 189
- Regulatory AUM
- $423M
- AUM share
- 75.2%
- Avg. per client
- $2.24M
- Clients
- 19
- Regulatory AUM
- $21.1M
- AUM share
- 3.7%
- Avg. per client
- $1.11M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.45M
- AUM share
- 1.1%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $11.7M
- AUM share
- 2.1%
- Avg. per client
- $1.96M
Total
- Clients
- 499
- Regulatory AUM
- $562M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
StrongBox Wealth is paid through a percentage of assets under management, hourly charges 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 3 other services, listed under fee details.
Fee details and sources
Other fees
- Comprehensive Wealth Management
- Maximum annual fee of 1.50%, typically billed quarterly in advance on the prior quarter-end account value; fees are negotiable.
- Financial Planning and Consulting
- Hourly fee not to exceed $500, or flat fee not to exceed $25,000, depending on the scope and complexity of the engagement.
- Investment Management
- Maximum annual fee of 1.25%, typically billed quarterly in advance on the prior quarter-end account value; fees are negotiable.
Charles Cooper owns 75% or more of StrongBox Wealth. The leadership team of StrongBox Wealth includes Chief Compliance Officer Charles Cooper. It has 7 employees, 4 of them in advisory roles.
Leadership
- Charles CooperManaging Member & Chief Compliance Officer
- Jonathan GarlowFounding Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 75% or more of Strongbox Wealth, LLC
Charles Cooper
Control person · since August 2019
- Owns 10% to 25% of Strongbox Wealth, LLC
Jonathan Garlow
since August 2019
StrongBox Wealth’s regulatory assets grew 1.8× from $318M (March 2021) to $562M (March 2026); clients rose from 287 to 499 and employees from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $562M | 499 | 7 | 2 |
| March 2025 | $457M | 458 | 7 | 1 |
| February 2024 | $394M | 446 | 6 | 1 |
| June 2023 | $334M | 397 | 5 | 1 |
| July 2022 | $366M | 333 | 3 | 1 |
| March 2021 | $318M | 287 | 3 | 1 |
Besides its headquarters, StrongBox Wealth has 1 office, with 2 listed addresses in Kansas and Missouri.
Kansas · 1 listed address
- 10965 Granada Lane, Overland Park
Missouri · 1 listed address
- 3470 Ne Ralph Powell Road, Suite A, Lee'S SummitHQ
Contact and registration details
- Legal name
- Strongbox Wealth, LLC
- Headquarters
- 3470 Ne Ralph Powell Road, Suite A, Lee'S Summit, MO 64064
- Website
- strongboxwealth.com
- Phone
- 816-607-5410
- @strongbox-wealth
- SEC file
- 801-117141
- Founded
- 2019
- Structure
- Delaware LLC
- Fiscal year end
- December
StrongBox Wealth uses Charles Schwab ($532M) as custodian for its separately managed accounts. StrongBox Wealth has custody of $421M in client assets for 450 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $532M100%
At year end, StrongBox Wealth’s separately managed accounts were mostly in funds (51%) and stocks (31%). Its reported 13F holdings for the quarter ended 31 March 2026 total $313M across 95 positions; the largest are J P Morgan Exchange Traded F (9.9%), iShares TR (4.7%) and Capital Group International (4.1%).
What the accounts hold
- Stocks31%
- Funds51%
- Bonds10%
- Investment grade corporate bonds4%
- U.S. government and agency bonds3%
- State and local bonds3%
- Cash8%
Reported 13F holdings
- $313M
- Reported 13F value
- 95
- Positions
- 40.5%
- In the 10 largest
- —
- Value vs. prior quarter
- J P Morgan Exchange Traded F · Ultra Shrt ETF9.9%
- iShares TR · 1 3 YR Treas BD4.7%
- Capital Group International4.1%
- Alphabet Inc. · Cap Stk CL A3.6%
- iShares TR · MSCI USA Qlt Fct3.5%
- Invesco Qqq TR · Unit Ser 13.3%
- iShares TR · Core S&P Mcp ETF3.3%
- Broadcom Inc.2.8%
- Microsoft Corp.2.6%
- Costco Wholesale Corporation2.6%
Together, the ten largest are 40.5% of reported value.
How many clients does StrongBox Wealth have?
StrongBox Wealth has 499 clients and manages $562 million for them, as of March 2026. They include 285 individual clients, 189 high-net-worth individuals, and 19 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does StrongBox Wealth offer?
StrongBox Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, 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
Which custodians does StrongBox Wealth use?
StrongBox Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $532M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does StrongBox Wealth have?
StrongBox Wealth has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 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 StrongBox Wealth invest in?
At the end of its last fiscal year, StrongBox Wealth’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 8% cash and equivalents, 4% investment grade corporate bonds, 3% U.S. government and agency bonds and 3% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns StrongBox Wealth?
StrongBox Wealth’s direct owners are Charles Cooper (75% or more) and Jonathan Garlow (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does StrongBox Wealth get paid?
StrongBox 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
Is StrongBox Wealth registered with the SEC?
Yes, StrongBox Wealth has been registered with the SEC as an investment adviser since 8 August 2019. Its CRD number is 304952 and its SEC file number is 801-117141.
Source: Form ADV Part 1A, Item 1, filed 10 March 2026; IAPD firm record
How do I contact StrongBox Wealth?
StrongBox Wealth’s main office is at 3470 Ne Ralph Powell Road, Suite A, Lee'S Summit, MO 64064. Its phone number is 816-607-5410. Its website is strongboxwealth.com.