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STRATEGAS ASSET MANAGEMENT, LLC

NEW YORK, NY · CRD 172000 · IAPD ↗ · strategasasset.com · 855-273-7227

$458.4MRegulatory AUM
15Advisory reps
26Employees
8Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — STRATEGAS ASSET MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
73
April 2026 — STRATEGAS ASSET MANAGEMENT, LLC reported RAUM up 209% ($148.2M -> $458.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2026 — STRATEGAS ASSET MANAGEMENT, LLC grew from 9 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — STRATEGAS ASSET MANAGEMENT, LLC reported RAUM down 67% ($446.5M -> $148.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
48
April 2024 — STRATEGAS ASSET MANAGEMENT, LLC reported RAUM down 25% ($598.0M -> $446.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
49
April 2024 — STRATEGAS ASSET MANAGEMENT, LLC notice-filed in CA, CT, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — STRATEGAS ASSET MANAGEMENT, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.