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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| LAM, DALE, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| LAM, ANDREW, SCOTT | I | MEMBER | B | Control |
| LAM, ANDREW, SCOTT | I | MEMBER | B | Control |
| Mayhew, Melissa, M | I | MEMBER | B | Control |
| Mayhew, Melissa, M | I | MEMBER | B | Control |
| Mayhew, Melissa, M | I | MEMBER | B | Control |
| Mayhew, Melissa, M | I | MEMBER | B | Control |
| Mayhew, Melissa, M | I | MEMBER | B | Control |
| Mayhew, Melissa, M | I | MEMBER | B | Control |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | Control |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | Control |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | Control |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | Control |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | Control |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | Control |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | Control |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | Control |
| SHEARER, ABRAM, JOSHUA | I | MEMBER | B | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (2)
TX VA
Address
185 NEFF AVENUESUITE 102
HARRISONBURG, VA 22801
United States
Phone: 540-437-1222