Strong Retirement Solutions Llc
- Regulatory AUM
- $166M
- Discretionary
- $166M
- Clients
- 402
- Avg AUM / client
- $413K
- Accounts
- 944
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 334 | $77.9M | 46.9% |
| High net worth individuals | 54 | $78.7M | 47.4% |
| Pension and profit sharing plans | 14 | $8.9M | 5.37% |
| Charitable organizations | Fewer than 5 clients | $492K | 0.3% |
| Corporations and other businesses | Fewer than 5 clients | $159K | 0.1% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Lynn Augspurger | Registered representative | May 2025 (1y) | ||
| Jason Strough | Registered representative | May 2025 (1y) | ||
| Matthew Lynn Augspurger | Registered representative | May 2025 (1y) | ||
| Caleb John Graybeal | Registered representative | Aug 2025 (1y) | ||
| Kevin Douglas Pummill | Registered representative | Aug 2025 (1y) |
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) | 03/20/2026 | 959 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Investments $165M (99% 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 20, 2026.
View current Form ADV (SEC/IAPD) ↗