STRATEGENT FINANCIAL, LLC
CRD #148173 SEC #801-112356 HARRISONBURG, VA 540-437-1222
SEC Registered
Total AUM
$297.4M
Discretionary
$297.4M
Employees
6
Clients
101
Accounts
129
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $297.4M | $297.4M | $0 | 6 | 6 |
| Jan 2025 | $262.8M | $262.8M | $0 | 5 | 6 |
| Mar 2024 | $262.8M | $262.8M | $0 | 5 | 6 |
| Oct 2023 | $228.4M | $228.4M | $0 | 5 | 6 |
| Mar 2023 | $228.4M | $228.4M | $0 | 6 | 6 |
| Nov 2022 | $244.2M | $244.2M | $0 | 6 | 5 |
| May 2022 | $244.2M | $244.2M | $0 | 5 | 5 |
| Mar 2022 | $244.2M | $244.2M | $0 | 5 | 5 |
| Mar 2022 | $244.2M | $244.2M | $0 | 5 | 5 |
| Jan 2021 | $189.3M | $189.3M | $0 | 5 | 4 |
| Jun 2020 | $163.9M | $163.9M | $0 | 4 | 5 |
| Mar 2020 | $163.9M | $163.9M | $0 | 4 | 5 |
| Feb 2019 | $121.7M | $121.7M | $0 | 4 | 5 |
| Jan 2019 | $117.3M | $117.3M | $0 | 4 | 6 |
| Jul 2018 | $117.3M | $117.3M | $0 | 4 | 6 |
| Mar 2018 | $117.3M | $117.3M | $0 | 4 | 6 |
| Dec 2017 | $115M | $115M | $0 | 4 | 0 |
DateMar 2025
Total AUM$297.4M
Discretionary$297.4M
Non-Disc.$0
Employees6
Clients6
DateJan 2025
Total AUM$262.8M
Discretionary$262.8M
Non-Disc.$0
Employees5
Clients6
DateMar 2024
Total AUM$262.8M
Discretionary$262.8M
Non-Disc.$0
Employees5
Clients6
DateOct 2023
Total AUM$228.4M
Discretionary$228.4M
Non-Disc.$0
Employees5
Clients6
DateMar 2023
Total AUM$228.4M
Discretionary$228.4M
Non-Disc.$0
Employees6
Clients6
DateNov 2022
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees6
Clients5
DateMay 2022
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees5
Clients5
DateMar 2022
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees5
Clients5
DateMar 2022
Total AUM$244.2M
Discretionary$244.2M
Non-Disc.$0
Employees5
Clients5
DateJan 2021
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees5
Clients4
DateJun 2020
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees4
Clients5
DateMar 2020
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees4
Clients5
DateFeb 2019
Total AUM$121.7M
Discretionary$121.7M
Non-Disc.$0
Employees4
Clients5
DateJan 2019
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees4
Clients6
DateJul 2018
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees4
Clients6
DateMar 2018
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees4
Clients6
DateDec 2017
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees4
Clients0