SC
Strategence Capital Llc
SEC-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 343488
· SEC file 801-137317
· Van Wert, OH
☆ Save with Pro
ADV data as of Oct 13, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 9
AUM over time
$0
$0
Aug 17, 2026
Oct 13, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 13, 2026
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 13, 2026.
View current Form ADV (SEC/IAPD) ↗