Strongvest Global Advisors, LLC (Mooresville)

Name: Strongvest Global Advisors, LLC
Address: 131 Plantation Ridge Drive,, Mooresville, NC, 28117
Telephone: 704-994-8294

Strongvest Global Advisors, LLC is an investment adviser to an investment company based in Mooresville. It manages $8.49 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of North Carolina.

Strongvest Global Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strongvest Global Advisors: assets under management

The assets under management (AUM) of Strongvest Global Advisors, LLC is $8.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 240% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.49 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Strongvest Global Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ryan Robert Kavel Turner serves?

The only and largest group of clients of Ryan Robert Kavel Turner is investment companies with 1 clients and $8.49 million of assets under management. Among the 4 most similar advisory firms, Strongvest Global Advisors has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $8.49 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Strongvest Global Advisors doesn't advise any private funds.

Careers at Strongvest Global Advisors, LLC

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Ryan Robert Kavel Turner has been acting as President since 1 Jul 2016. Lance Vincent Schulz joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Ballantyne Strong	Member	1 Jul 2016	75% - 100%	47-0587703
Daniel Kyle Cerminara	Chief executive officer	1 Jul 2016	Other	4202026
Ryan Robert Kavel Turner	President	1 Jul 2016	Other	6506028
Jeffrey Lance Sutton	Chief compliance officer	1 Jul 2016	Other	4244836
Ryan Michael Burke	Treasurer	1 Jul 2016	Other	6728954
Lance Vincent Schulz	Treasurer	1 Mar 2017	Other	4347848

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Hugh Moglia	Manager and member	1 Jun 2012	25% - 50%	1302369
Daniel Kyle Cerminara	Manager and member	1 Jun 2012	25% - 50%	4202026
Lewis Mckay Johnson	Manager and member	1 Jun 2012	25% - 50%	6095890
Llc Fundamental Global Investors	Member	1 Jul 2016	25% - 50%	164299

Based in Mooresville

The principal office where Strongvest Global Advisors, LLC performs its advisory services is located at 131 Plantation Ridge Drive,, Mooresville, NC 28117, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-994-8294. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at strongvest.com.