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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ASTORIA STRATEGIC WEALTH, INC.

CRD 113510

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:06fc9d61-965a-69a8-4135-bd7565ba3b98

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 6
On other graphs: 0
Observed: Feb 22, 2012 to Jul 23, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $483MItem 5.F on the latest filing (2026-07-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $424M
Private client RAUM: $477MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $68.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 1,021
Individual clients: 53
High net worth clients: 122
SEC number: 801-101469
CIK: 1777914
CRD: 113510
Filings on the tape: 36
First filed: Feb 22, 2012
Latest filed: Jul 23, 2026
Organised: Corporation, TX

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN ARTHUR COX	Certified Financial Planner	New Braunfels, TX \| NEW BRAUNFELS, TX	14	22	n/a	no
KIRBY DON JACOBSON	Certified Financial Planner\|Chartered Financial Analyst	NEW BRAUNFELS, TX \| Lubbock, TX	5	17	2	no
AMBER MAE PICARD	Certified Financial Planner	West Columbia, TX \| NEW BRAUNFELS, TX	4	10	1	no
RUSSELL EUGENE JACOBSON	Certified Financial Planner	NEW BRAUNFELS, TX \| Fort Worth, TX	3	13	2	no
Taylor Nicole Wilcox	n/a	NEW BRAUNFELS, TX \| Humble, TX	2	13	n/a	no
Shari Elana Seidman	n/a	Providence, RI \| NEW BRAUNFELS, TX	1	11	n/a	no
MANDI JO MOYNIHAN	Certified Financial Planner	AUSTIN, TX \| NEW BRAUNFELS, TX	0	16	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COX, BRIAN, ARTHUR	PRINCIPAL/ CHIEF COMPLIANCE OFFICER	C	yes	12/2013	Feb 22, 2012	May 9, 2024
JACOBSON, KIRBY, DON	PRINCIPAL AND CHIEF INVESTMENT OFFICER	A	yes	01/2022	Mar 25, 2022	May 9, 2024
VICTORIA, KIMBERLY, NMN	MANAGING PRINCIPAL AND CHIEF OPERATING OFFICER	D	yes	05/2010	Feb 22, 2012	May 9, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026	$483M	$424M	7	7	6	n/a	n/a
2024	Feb 12, 2025	$420M	$371M	8	8	7	n/a	n/a
2023	Mar 6, 2024	$352M	$315M	8	8	7	n/a	n/a
2022	Mar 2, 2023	$297M	$260M	7	7	6	n/a	n/a
2021	Mar 25, 2022	$293M	$291M	6	6	5	n/a	n/a
2020	Mar 15, 2021	$226M	$210M	6	5	4	n/a	n/a
2019	Feb 20, 2020	$179M	$162M	5	4	2	n/a	n/a
2018	Mar 8, 2019	$148M	$125M	5	4	2	n/a	n/a
2017	Mar 4, 2018	$113M	$4.1M	4	3	2	n/a	n/a
2016	Mar 20, 2017	$130M	$5.5M	6	5	n/a	n/a	n/a
2015	Mar 30, 2016	$108M	$5.5M	5	4	n/a	n/a	n/a
2011	Mar 30, 2012	$60.1M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	14.3%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$483M	$420M	14.8%	$297M	17.6%	7	8	6	7

Relationships

Registered with (11)

← MANDI JO MOYNIHANAdvisorregistration: previous registration
Jul 14, 2015 to Apr 11, 2018factForm ADV
← Shari Elana SeidmanAdvisorregistration: current employment
Feb 12, 2025 to presentfactForm ADV
← Taylor Nicole WilcoxAdvisorregistration: current employment
Oct 3, 2023 to presentfactForm ADV
← RUSSELL EUGENE JACOBSONAdvisorregistration: current employment
Oct 7, 2022 to presentfactForm ADV
← AMBER MAE PICARDAdvisorregistration: current employment
Jan 7, 2022 to presentfactForm ADV
← KIRBY DON JACOBSONAdvisorregistration: current employment
Mar 12, 2021 to presentfactForm ADV
← BRIAN ARTHUR COXAdvisorregistration: current employment
Feb 22, 2012 to presentfactForm ADV
← JACOB SAMUEL RIDLEYAdvisorregistration: previous registration
Mar 9, 2017 to Sep 30, 2025factForm ADV
← Matthew Randall FrostAdvisorregistration: previous registration
Jul 20, 2020 to May 10, 2024factForm ADV
← MARK W HERMANAdvisorregistration: previous registration
Apr 17, 2018 to Sep 10, 2021factForm ADV
← ROSS DOUGLAS PAULEYAdvisorregistration: previous registration
Jan 1, 2001 to Apr 11, 2018factForm ADV

Controls (3)

← COX, BRIAN, ARTHUROwnerPRINCIPAL/ CHIEF COMPLIANCE OFFICER, ownership code C, individual
Feb 22, 2012 to May 9, 2024factForm ADV
← JACOBSON, KIRBY, DONOwnerPRINCIPAL AND CHIEF INVESTMENT OFFICER, ownership code A, individual
Mar 25, 2022 to May 9, 2024factForm ADV
← VICTORIA, KIMBERLY, NMNOwnerMANAGING PRINCIPAL AND CHIEF OPERATING OFFICER, ownership code D, individual
Feb 22, 2012 to May 9, 2024factForm ADV

Dated events

Occurred
Sep 30, 2025
Advisor changed firm
Jacob Samuel Ridley left Astoria Strategic Wealth, Inc. for Church Fiduciary Llc (registered 2022-01-04)
Form ADVobserved 5 days ago
Occurred
May 10, 2024
Advisor changed firm
Matthew Randall Frost left Astoria Strategic Wealth, Inc. for Quotient Wealth Partners, Llc (registered 2024-08-20)
Form ADVobserved 5 days ago
Occurred
May 9, 2024
Control person left
Randall Matthew Frost (Chief Compliance Officer) no longer on Schedule A of Astoria Strategic Wealth, Inc. (listed 2024-03-06, absent 2024-05-09)
Form ADVobserved 5 days ago
Occurred
Mar 2, 2023
Control person joined
Randall Matthew Frost (Chief Compliance Officer) appeared on Schedule A of Astoria Strategic Wealth, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Control person joined
Don Kirby Jacobson (Principal And Chief Investment Officer) appeared on Schedule A of Astoria Strategic Wealth, Inc.
Form ADVobserved 5 days ago
Occurred
Jul 1, 2015
First Form ADV filing
Pauley Financial Services, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:06fc9d61-965a-69a8-4135-bd7565ba3b98
First observed: Feb 22, 2012
Last observed: Jul 23, 2026 59 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ASTORIA STRATEGIC WEALTH, INC.

CRD 113510

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:06fc9d61-965a-69a8-4135-bd7565ba3b98

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:09 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN ARTHUR COX

Certified Financial Planner

New Braunfels, TX | NEW BRAUNFELS, TX

n/a

KIRBY DON JACOBSON

Certified Financial Planner|Chartered Financial Analyst

NEW BRAUNFELS, TX | Lubbock, TX

AMBER MAE PICARD

Certified Financial Planner

West Columbia, TX | NEW BRAUNFELS, TX

RUSSELL EUGENE JACOBSON

Certified Financial Planner

NEW BRAUNFELS, TX | Fort Worth, TX

Taylor Nicole Wilcox

n/a

NEW BRAUNFELS, TX | Humble, TX

n/a

Shari Elana Seidman

n/a

Providence, RI | NEW BRAUNFELS, TX

n/a

MANDI JO MOYNIHAN

Certified Financial Planner

AUSTIN, TX | NEW BRAUNFELS, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COX, BRIAN, ARTHUR

PRINCIPAL/ CHIEF COMPLIANCE OFFICER

yes

12/2013

Feb 22, 2012

May 9, 2024

JACOBSON, KIRBY, DON

PRINCIPAL AND CHIEF INVESTMENT OFFICER

yes

01/2022

Mar 25, 2022

May 9, 2024

VICTORIA, KIMBERLY, NMN

MANAGING PRINCIPAL AND CHIEF OPERATING OFFICER

yes

05/2010

Feb 22, 2012

May 9, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$483M

$424M

n/a

2024

Feb 12, 2025

$420M

$371M

n/a

2023

Mar 6, 2024

$352M

$315M

n/a

2022

Mar 2, 2023

$297M

$260M

n/a

2021

Mar 25, 2022

$293M

$291M

n/a

2020

Mar 15, 2021

$226M

$210M

n/a

2019

Feb 20, 2020

$179M

$162M

n/a

2018

Mar 8, 2019

$148M

$125M

n/a

2017

Mar 4, 2018

$113M

$4.1M

n/a

2016

Mar 20, 2017

$130M

$5.5M

n/a

2015

Mar 30, 2016

$108M

$5.5M

n/a

2011

Mar 30, 2012

$60.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$483M

$420M

14.8%

$297M

17.6%