Able & Strong Advisors, Inc.
- Regulatory AUM
- $45.4M
- Discretionary
- $42.1M
- Clients
- 73
- Avg AUM / client
- $621K
- Accounts
- 157
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 55 | $11.4M | 25.1% |
| High net worth individuals | 10 | $21.2M | 46.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $40.6K | 0.09% |
| Charitable organizations | Fewer than 5 clients | $7.3M | 16.2% |
| Corporations and other businesses | 7 | $5.4M | 11.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Utah Association Of Public Charter Schools Retirement Plan Utah Association Of Public Charter Schools | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kent Arnold Misener | Registered representative | CFA | Feb 2006 (21y) | |
| Gregory Reid Misener | Registered representative | Aug 2006 (20y) | ||
| Sarah Kae Cox | Registered representative | Jul 2021 (5y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Utah Association Of Public Charter Schools Retirement Plan | Utah Association Of Public Charter Schools | 2,227 | $47.3M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.28 MB | 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 pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $43.0M (95% of AUM) Mar 2026
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗