Strategic Equity Management, Inc.
- Regulatory AUM
- $933M
- Discretionary
- $735M
- Clients
- 1,990
- Avg AUM / client
- $469K
- Accounts
- 4,065
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Investments (13F portfolio — 70 positions, $266,044,494)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | State Str Spdr S&P 500 Etf T | TR UNIT | $23,563,972 | 36,233 | 8.86% | 2.52% |
| 2 | Ishares Tr | RUSSELL 3000 ETF | $20,821,396 | 56,171 | 7.83% | 2.23% |
| 3 | Vanguard Index Fds | LARGE CAP ETF | $19,735,770 | 66,039 | 7.42% | 2.11% |
| 4 | Ishares Tr | 7-10 YR TRSY BD | $14,661,362 | 153,619 | 5.51% | 1.57% |
| 5 | Strategy Shs | EVENTIDE US MRKT | $13,729,367 | 524,422 | 5.16% | 1.47% |
| 6 | Schwab Strategic Tr | US LRG CAP ETF | $13,105,857 | 511,149 | 4.93% | 1.4% |
| 7 | Ishares Tr | MSCI EMG MKT ETF | $13,070,423 | 230,154 | 4.91% | 1.4% |
| 8 | Ishares Tr | RUS 2000 VAL ETF | $12,997,020 | 68,553 | 4.89% | 1.39% |
| 9 | Northern Lts Fd Tr Iv | INSPIRE 500 ETF | $12,746,689 | 50,874 | 4.79% | 1.37% |
| 10 | Strategy Shs | EVENTIDE SMALL C | $10,825,948 | 413,836 | 4.07% | 1.16% |
| 11 | Ishares Tr | RUSSELL 2000 ETF | $10,701,734 | 43,152 | 4.02% | 1.15% |
| 12 | Ishares Tr | RUS 2000 GRW ETF | $10,448,636 | 33,296 | 3.93% | 1.12% |
| 13 | Select Sector Spdr Tr | STATE STREET ENE | $10,291,162 | 167,992 | 3.87% | 1.1% |
| 14 | Select Sector Spdr Tr | STATE STREET MAT | $10,138,463 | 202,891 | 3.81% | 1.09% |
| 15 | Northern Lts Fd Tr Iv | INSPIRE 100 ETF | $9,741,430 | 206,605 | 3.66% | 1.04% |
| 16 | Ishares Tr | RUS TOP 200 ETF | $5,613,231 | 34,978 | 2.11% | 0.6% |
| 17 | Northern Lts Fd Tr Iv | INSPIRE FIDELIS | $5,036,126 | 136,333 | 1.89% | 0.54% |
| 18 | Ishares Tr | CORE MSCI EAFE | $4,291,061 | 47,399 | 1.61% | 0.46% |
| 19 | Spdr Series Trust | STATE STREET SPD | $3,581,386 | 39,081 | 1.35% | 0.38% |
| 20 | Ishares Tr | CORE S&P TTL STK | $3,182,560 | 22,345 | 1.2% | 0.34% |
| 21 | Vanguard Index Fds | SMALL CP ETF | $2,950,639 | 11,265 | 1.11% | 0.32% |
| 22 | Northern Lights Fd Tr | TOEWS AGILTY SHS | $2,838,491 | 80,324 | 1.07% | 0.3% |
| 23 | Ishares Tr | CORE S&P500 ETF | $2,383,437 | 3,649 | 0.9% | 0.26% |
| 24 | Strategy Shs | EVENTIDE HIGH DI | $2,146,416 | 74,014 | 0.81% | 0.23% |
| 25 | Northern Lts Fd Tr Iv | INSPIRE INTL ETF | $2,000,306 | 53,498 | 0.75% | 0.21% |
Top 25 of 70 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,720 | $335M | 35.9% |
| High net worth individuals | 260 | $416M | 44.6% |
| Charitable organizations | 10 | $1.5M | 0.17% |
| Other investment advisers | Fewer than 5 clients | $180M | 19.3% |
| Corporations and other businesses | Fewer than 5 clients | $220K | 0.02% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Chandler Gage | President/Chief Compliance Officer/Treasurer | Jul 1992 (34y) | 50% – 75% | |
| Jeffrey Scott Hybiak | Vice President/Secretary | CFA | Jul 2000 (26y) | 25% – 50% |
| Shannon Kofford Chandler | Registered representative | Jul 2002 (24y) | ||
| James Patrick Stover | Registered representative | Oct 2006 (20y) | ||
| Timothy Lee Mccain | Registered representative | Oct 2006 (20y) | ||
| Cody Scott Hybiak | Registered representative | Jun 2018 (8y) | ||
| Garland Murphy Scott | Registered representative | Oct 2020 (6y) | ||
| Edward Ralph Dudley | Registered representative | Mar 2022 (4y) | ||
| Gregory Lynn Grimes | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 939 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Axos Clearing $735M (79% of AUM) Mar 2026
- E*TRADE (Morgan Stanley) $317M (46% of AUM) Jan 2022
- Trust Company Of America $246M (58% of AUM) Oct 2018
- TD Ameritrade $79.1M (19% of AUM) Oct 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗