| Name | Title | Ownership | Since |
|---|---|---|---|
| John Howard Russell Control | President | Under 5% | 1993 |
| Shelby Lynne Russell Control | Vice President And Chief Compliance Officer | 50-75% | 2017 |
| Sherryle Lynne Cantu Control | Secretary/Treasurer | 25-50% | 2017 |
Strategy, Inc. reports $142.4 million in regulatory assets under management on its Form ADV.
Strategy, Inc. reports 5 employees.
Strategy, Inc. is based in Lubbock, TX and has been SEC-registered since 2024.
Strategy, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12002 Trafalgar Avenue, Suite 102, Lubbock, TX 79424 |
| Phone | 806-794-3848 |
| Fax | 806-794-3929 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $142.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $142.4M |