| Name | Title | Ownership | Since |
|---|---|---|---|
| Abram Joshua Shearer Control | Member | 10-25% | 2018 |
| Andrew Scott Lam Control | Member | 10-25% | 2025 |
| Dale Scott Lam Control | Managing Member, Chief Compliance Officer | 50-75% | 2008 |
Strategent Financial, LLC reports $297.4 million in regulatory assets under management on its Form ADV.
Strategent Financial, LLC reports 6 employees.
Strategent Financial, LLC is based in Harrisonburg, VA and has been SEC-registered since 2018.
Strategent Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 185 Neff Avenue, Suite 102, Harrisonburg, VA 22801 |
| Phone | 540-437-1222 |
| Fax | 540-437-1299 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $297.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $297.4M |