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STRIVE ADVISORY, LLC

DALLAS, TX · CRD 323937 · IAPD ↗ · strive.com · 855-427-7360

$0Regulatory AUM
5Advisory reps
8Employees
6Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
January 2026 — STRIVE ADVISORY, LLC (DALLAS, TX) left the SEC roster (was $0 RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
32
April 2025 — STRIVE ADVISORY, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2025 — STRIVE ADVISORY, LLC moved its main office from DUBLIN, OH to DALLAS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2024 — STRIVE ADVISORY, LLC grew from 0 to 5 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.