Syverson Strege & Company provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 500 clients last fiscal year.
Syverson Strege & Company reports 528 clients. They include 296 high-net-worth individuals, 227 individual clients and 5 charitable organizations. Of its assets, 84.0% ($765M across 1,903 accounts) are managed with discretion; $146M across 76 accounts are not. It advised 46 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 6% |
| High-net-worth individuals | 56% | 90% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | Fewer than 5 | 4% |
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) | 227 | $53.7M | 5.9% | $237K |
| High-net-worth individuals | 296 | $816M | 89.6% | $2.76M |
| Pension and profit-sharing plans | Fewer than 5 | $2.62M | 0.3% | — |
| Charitable organizations | 5 | $2.26M | 0.2% | $453K |
| Corporations and other businesses | Fewer than 5 | $35.7M | 3.9% | — |
| Total | 528 | $911M | 100% | — |
- Clients
- 227
- Regulatory AUM
- $53.7M
- AUM share
- 5.9%
- Avg. per client
- $237K
- Clients
- 296
- Regulatory AUM
- $816M
- AUM share
- 89.6%
- Avg. per client
- $2.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.62M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $2.26M
- AUM share
- 0.2%
- Avg. per client
- $453K
- Clients
- Fewer than 5
- Regulatory AUM
- $35.7M
- AUM share
- 3.9%
- Avg. per client
- —
Total
- Clients
- 528
- Regulatory AUM
- $911M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 46
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Syverson Strege & Company 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 4 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning only
- For clients without the minimum assets under management, first-year financial planning fees are $5,000 (Bronze), $10,000 (Silver) or $20,000 (Gold).
- Financial planning with assets under management
- Financial planning fee in the first year is $2,500 (Bronze), $5,000 (Silver) or $10,000 (Gold); later years $1,200, $3,600 or $7,200.
- Hourly consulting
- Hourly consulting is invoiced at up to $400 an hour after the service is provided, with a deposit of up to 50% that may be required; there is no account minimum.
- Retirement account management
- Ongoing management of 401(k) and 403(b) retirement plan assets is charged a flat 0.75% annual fee on those assets.
Values Based Holding Corporation owns 75% or more of Syverson Strege & Company and is in turn owned by Lance Gunkel (25–50%), Jason Gunkel (25–50%) and Matthew Roberts (25–50%). The leadership team of Syverson Strege & Company includes President Lance Gunkel, Chief Investment Officer Jason Gunkel and Chief Compliance Officer Matthew Roberts. It has 15 employees, 13 of them in advisory roles.
Leadership
- Lance GunkelPresident VBHC & Syverson Strege Managing Director
Matthew RobertsSyverson Strege Chief Planning Officer & Chief Compliance Officer- Meribeth GroganSyverson Strege Director of Finance and Administration and Treasurer
Jason GunkelSyverson Strege Chief Investment Officer
Wayne JohnsonBoard Member VBHC
Johnne SyversonBoard Member VBHC & Co-Founder
Investment adviser representatives
14 representatives listed in the SEC register as of 9 October 2026.
Staff
- 15 employees
- 13 in advisory functions
- 11 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Syverson Strege & Company
Values Based Holding Corporation
Control person · since January 2010
- Owns 25% to 50% of Values Based Holding Corporation
Lance Gunkel
Control person · since March 2025
- Owns 25% to 50% of Values Based Holding Corporation
Jason Gunkel
Control person · since March 2025
- Owns 25% to 50% of Values Based Holding Corporation
Matthew Roberts
Control person · since March 2025
- Owns 75% or more of Syverson Strege & Company
Values Based Holding
Control person · since January 2010
Syverson Strege & Company’s regulatory assets grew 1.6× from $581M (February 2021) to $911M (July 2026); clients rose from 482 to 528 and employees from 13 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $911M | 528 | 15 | 1 |
| July 2025 | $900M | 582 | 15 | 1 |
| March 2024 | $793M | 554 | 15 | 1 |
| May 2023 | $666M | 529 | 14 | 1 |
| May 2022 | $701M | 513 | 14 | 1 |
| February 2021 | $581M | 482 | 13 | 1 |
Besides its headquarters, Syverson Strege & Company has 0 offices, with 1 listed address in Iowa.
Iowa · 1 listed address
- 4125 Westown Parkway, Suite 104, West Des MoinesHQ
Contact and registration details
- Legal name
- Syverson Strege & Company
- Headquarters
- 4125 Westown Parkway, Suite 104, West Des Moines, IA 50266
- Website
- syversonstrege.com
- Phone
- 515-225-6000
- SEC file
- 801-54959
- Structure
- Iowa corporation
- Fiscal year end
- December
Syverson Strege & Company uses Charles Schwab ($532M, 59%) and SEI Private Trust ($374M, 41%) as custodians for its separately managed accounts. Syverson Strege & Company has custody of $585M in client assets for 425 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $532M59%
- SEI Private TrustSEI Private Trust Company · Oaks, PA · $374M41%
At year end, Syverson Strege & Company’s separately managed accounts were mostly in stocks (53%) and funds (35%). Its reported 13F holdings for the quarter ended 30 June 2026 total $459M across 186 positions; the largest are Dimensional ETF Trust (30.9%), Dimensional ETF Trust (16.5%) and Dimensional ETF Trust (6.3%).
What the accounts hold
- Stocks53%
- Exchange-traded equities52%
- Non-exchange-traded equities1%
- Funds35%
- Bonds10%
- State and local bonds6%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- Cash3%
- Other1%
- Variable annuities & reits1%
Reported 13F holdings
- $459M
- Reported 13F value
- 186
- Positions
- 69.9%
- In the 10 largest
- +10.4%
- Value vs. prior quarter
- Dimensional ETF Trust · US Cor Equ 2 ETF30.9%
- Dimensional ETF Trust · Intl Core Equity16.5%
- Dimensional ETF Trust · Emerging Mkts CO6.3%
- Dimensional ETF Trust · US High Prof ETF4.2%
- Dimensional ETF Trust · Global Real Est3.0%
- J P Morgan Exchange Traded F · Ultra Shrt ETF2.3%
- Dimensional ETF Trust · US Core EQT Mkt2.3%
- Dimensional ETF Trust · US Small Cap ETF2.2%
- Dimensional ETF Trust · Intl Core EQT MK1.2%
- Apple Inc.1.0%
Together, the ten largest are 69.9% of reported value.
How many clients does Syverson Strege & Company have?
Syverson Strege & Company has 528 clients and manages $911 million for them, as of July 2026. They include 296 high-net-worth individuals, 227 individual clients and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 July 2026
What services does Syverson Strege & Company offer?
Syverson Strege & Company provides financial planning, portfolio management for individuals and small businesses, 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 Syverson Strege & Company use?
Syverson Strege & Company’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $532M and SEI Private Trust Company (Oaks, PA), with $374M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 July 2026
How many financial advisors does Syverson Strege & Company have?
Syverson Strege & Company has 11 investment adviser representatives registered with state securities authorities, out of 15 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Syverson Strege & Company invest in?
At the end of its last fiscal year, Syverson Strege & Company’s separately managed accounts held 52% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 6% state and local bonds, 3% investment grade corporate bonds, 3% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Variable Annuities & Reits.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Syverson Strege & Company?
Syverson Strege & Company is owned through a holding company by Lance and Jason Gunkel and Matthew Roberts. Its direct owners are Values Based Holding Corporation (75% or more) and Values Based Holding (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 July 2026
How does Syverson Strege & Company get paid?
Syverson Strege & Company 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
How do I contact Syverson Strege & Company?
Syverson Strege & Company’s main office is at 4125 Westown Parkway, Suite 104, West Des Moines, IA 50266. Its phone number is 515-225-6000. Its website is syversonstrege.com.