Strengthening Families & Communities, Llc
- Regulatory AUM
- $610M
- Discretionary
- $594M
- Clients
- 626
- Avg AUM / client
- $974K
- Accounts
- 626
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 349 | $47.2M | 7.73% |
| High net worth individuals | 236 | $531M | 87.1% |
| Pension and profit sharing plans | 15 | $7.6M | 1.24% |
| Charitable organizations | 26 | $24.1M | 3.95% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Suleiman Ali | Chief Compliance Officer | Jan 2016 (11y) | ≈ 18.75% – 50% via Hoopoe Capital Llc | |
| Mohammad Bilal Kaleem | President | Nov 2016 (10y) | ≈ 18.75% – 50% via Hoopoe Capital Llc | |
| Abdikarim Ali | Registered representative | Oct 2017 (9y) | ||
| James A Williams | Registered representative | Oct 2017 (9y) | ||
| Sherif A Atia | Registered representative | CFP | Aug 2019 (7y) | |
| Jamal Khatib | Registered representative | Sep 2020 (6y) | ||
| John Edward Robbins | Registered representative | Oct 2022 (4y) | ||
| Adam Syed | Registered representative | Nov 2022 (4y) | ||
| Mohammad Asad Pervez | Registered representative | Mar 2023 (3y) | ||
| Syeda Ayesha Qadri | Registered representative | Jan 2024 (3y) | ||
| Alhassan Nasser Mahmoud | Registered representative | Aug 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hoopoe Capital Llc | Owner | Jul 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Suleiman Ali: 25% – 50% of Hoopoe Capital Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Mohammad Bilal Kaleem: 25% – 50% of Hoopoe Capital Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 07/10/2026 | 1.07 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- RBC $542M (89% of AUM) Jul 2026
- Nationwide Bank $12.8M (3% of AUM) Nov 2024
- Fidelity Brokerage Services $11.7M (3% of AUM) Nov 2024
- Pershing $1.3M (0% of AUM) Nov 2024
- The Vanguard Group, Inc. $588K (0% of AUM) Nov 2024
- American Funds Distributors, Inc. $55.3K (0% of AUM) Mar 2024
- Capital Group $55.3K (0% of AUM) Nov 2024
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: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗