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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

STRATEGAS ASSET MANAGEMENT, LLC

CRD 172000

NEW YORK, NY

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:19799508-0c67-96f8-28c2-65b8bd69ea19

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 9
On other graphs: 0
Observed: Sep 2, 2014 to Jul 17, 2026
26 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: asset managerderivedprivate_client_share=0.01 fund_share=0.99 institutional_share=0.0 related_bd=true related_bank=true bd_reps=21.0
Regulatory AUM: $458MItem 5.F on the latest filing (2026-07-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $458M
Private client RAUM: $4.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 1%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $76.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 26
Advisory employees: 15
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 15
High net worth clients: 10
SEC number: 801-113292
CIK: 1728280
CRD: 172000
Filings on the tape: 26
First filed: Sep 2, 2014
Latest filed: Jul 17, 2026
Organised: Limited Liability Company, NY
Website: strategasasset.com

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
DANIEL MICHAEL CLIFTON	n/a	NEW YORK, NY \| Washington, DC	10	18	n/a	no
ROBERT MICHAEL LAPOLLA	n/a	NEW YORK, NY	6	14	n/a	yes
NICHOLAS GREGORY BOHNSACK	n/a	NEW YORK, NY	4	23	n/a	yes
JAMES PATRICK MARTIN	n/a	NEW YORK, NY	1	29	2	yes

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
BAIRD FINANCIAL CORPORATION	Shareholder	E	yes	01/2018	Apr 25, 2018	Mar 28, 2024
BAIRD FINANCIAL GROUP, INC.	Shareholder	E	yes	01/2018	Apr 25, 2018	Mar 28, 2024
BOHNSACK, NICHOLAS, GREGORY	CHIEF EXECUTIVE OFFICER /DIRECTOR	Na	yes	01/2018	Sep 2, 2014	Mar 28, 2024
BOOTH, STEVEN, GREGORY	Director	Na	yes	01/2018	Apr 25, 2018	Mar 28, 2024
CLIFTON, DANIEL, MICHAEL	PORTFOLIO MANAGER	Na	yes	01/2018	Apr 25, 2018	Mar 28, 2024
Connors, Anjali, E	CHIEF COMPLIANCE OFFICER	Na	yes	09/2022	Sep 30, 2022	Mar 28, 2024
LANGENFELD, JON, A	Director	Na	yes	01/2018	Apr 25, 2018	Mar 28, 2024
TRENNERT, JASON, RICHARD	CHIEF INVESTMENT OFFICER/DIRECTOR	Na	yes	01/2018	Sep 2, 2014	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ROBERT W. BAIRD & CO. INCORPORATED	n/a	Mixed wealth	$394B	N	yes	Wi
GAMMA INVESTING LLC	n/a	Asset manager	$2.3B	N	yes	n/a
RIVERFRONT INVESTMENT GROUP, LLC	n/a	Mixed wealth	$2.2B	N	yes	n/a
STRATEGAS SECURITIES, LLC	n/a	No RAUM reported	$0	N	yes	n/a
BAIRD TRUST COMPANY	n/a	n/a	n/a	N	yes	n/a
ROBERT W. BAIRD LIMITED	n/a	n/a	n/a	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Washington	Dc	United States	2	yes

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; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$458M	$458M	26	15	1	n/a	n/a
2024	Mar 28, 2025	$148M	$148M	22	9	1	n/a	n/a
2023	Mar 28, 2024	$446M	$446M	25	9	1	n/a	n/a
2022	Mar 31, 2023	$598M	$598M	24	7	1	n/a	n/a
2021	Mar 31, 2022	$574M	$574M	19	6	1	n/a	n/a
2020	Mar 26, 2021	$480M	$480M	17	7	1	n/a	n/a
2019	Mar 10, 2020	$390M	$390M	16	9	1	n/a	n/a
2018	Mar 26, 2019	$135M	$135M	15	9	1	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	0	0	0.0%	0	0	0	1	0

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	$458M	$148M	209.4%	$598M	-8.5%	26	22	1	1

Relationships

Affiliated with (9)

← ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserother investment adviser, bank, common control
factForm ADV
→ RIVERFRONT INVESTMENT GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ BAIRD STRATEGAS LLCRegistered adviserother investment adviser, broker-dealer, common control
factForm ADV
→ GAMMA INVESTING LLCRegistered adviserother investment adviser, common control
factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserother investment adviser, broker-dealer, bank, pooled vehicle sponsor, LP sponsor, custodian, common control
factForm ADV
← RIVERFRONT INVESTMENT GROUP, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← BAIRD STRATEGAS LLCRegistered adviserother investment adviser, common control
factForm ADV
← GAMMA INVESTING LLCRegistered adviserother investment adviser, common control
factForm ADV
← HEFREN-TILLOTSON, INC.Registered adviserother investment adviser, bank, common control
factForm ADV

Registered with (7)

← Michael P HurleyAdvisorregistration: current employment
Nov 21, 2025 to presentfactForm ADV
← JAMES PATRICK MARTINAdvisorregistration: current employment
Oct 15, 2024 to presentfactForm ADV
← NICHOLAS GREGORY BOHNSACKAdvisorregistration: current employment
Sep 13, 2022 to presentfactForm ADV
← Gerald HendricksAdvisorregistration: current employment
Feb 18, 2021 to presentfactForm ADV
← ROBERT MICHAEL LAPOLLAAdvisorregistration: current employment
Feb 12, 2020 to presentfactForm ADV
← DANIEL MICHAEL CLIFTONAdvisorregistration: current employment
Sep 7, 2016 to presentfactForm ADV
← CHRISTOPHER ORCUTTAdvisorregistration: previous registration
Jun 8, 2017 to Jan 4, 2021factForm ADV

Controls (7)

← TRENNERT, JASON, RICHARDOwnerCHIEF INVESTMENT OFFICER/DIRECTOR, ownership code NA, individual
Sep 2, 2014 to Mar 28, 2024factForm ADV
← BOOTH, STEVEN, GREGORYOwnerDIRECTOR, ownership code NA, individual
Apr 25, 2018 to Mar 28, 2024factForm ADV
← LANGENFELD, JON, AOwnerDIRECTOR, ownership code NA, individual
Apr 25, 2018 to Mar 28, 2024factForm ADV
← BOHNSACK, NICHOLAS, GREGORYOwnerCHIEF EXECUTIVE OFFICER /DIRECTOR, ownership code NA, individual
Sep 2, 2014 to Mar 28, 2024factForm ADV
← CLIFTON, DANIEL, MICHAELOwnerPORTFOLIO MANAGER, ownership code NA, individual
Apr 25, 2018 to Mar 28, 2024factForm ADV
← Connors, Anjali, EOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 30, 2022 to Mar 28, 2024factForm ADV
← BAIRD FINANCIAL CORPORATIONOwnerSHAREHOLDER, ownership code E, domestic entity
Apr 25, 2018 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Strategas Asset Management, Llc reported RAUM $458.4M, up 209% from $148.2M (2025-11-21 to 2026-03-31)
Form ADVobserved 5 days ago
$310M
Occurred
Mar 28, 2025
Regulatory AUM changed
Strategas Asset Management, Llc reported RAUM $148.2M, down 67% from $446.5M (2024-03-28 to 2025-03-28)
Form ADVobserved 5 days ago
$-298M
Occurred
Mar 28, 2024
Regulatory AUM changed
Strategas Asset Management, Llc reported RAUM $446.5M, down 25% from $598.0M (2023-03-31 to 2024-03-28)
Form ADVobserved 5 days ago
$-151M
Occurred
Sep 30, 2022
Control person joined
E Anjali Connors (Chief Compliance Officer) appeared on Schedule A of Strategas Asset Management, Llc
Form ADVobserved 5 days ago
Occurred
Sep 30, 2022
Control person left
Lynn Christa Graverson (Chief Compliance Officer) no longer on Schedule A of Strategas Asset Management, Llc (listed 2022-03-31, absent 2022-09-30)
Form ADVobserved 5 days ago
Occurred
Jan 25, 2022
Control person joined
Lynn Christa Graverson (Chief Compliance Officer) appeared on Schedule A of Strategas Asset Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 10, 2020
Regulatory AUM changed
Strategas Asset Management, Llc reported RAUM $390.3M, up 189% from $135.0M (2019-10-09 to 2020-03-10)
Form ADVobserved 5 days ago
$255M
Occurred
Mar 10, 2020
Control person left
Edward Paul Purcell (Director) no longer on Schedule A of Strategas Asset Management, Llc (listed 2019-10-09, absent 2020-03-10)
Form ADVobserved 5 days ago
Occurred
Sep 2, 2014
First Form ADV filing
Strategas Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19799508-0c67-96f8-28c2-65b8bd69ea19
First observed: Sep 2, 2014
Last observed: Jul 17, 2026 2 months 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.

STRATEGAS ASSET MANAGEMENT, LLC

CRD 172000

NEW YORK, NY

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:19799508-0c67-96f8-28c2-65b8bd69ea19

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL MICHAEL CLIFTON

n/a

NEW YORK, NY | Washington, DC

n/a

ROBERT MICHAEL LAPOLLA

n/a

NEW YORK, NY

n/a

yes

NICHOLAS GREGORY BOHNSACK

n/a

NEW YORK, NY

n/a

yes

JAMES PATRICK MARTIN

n/a

NEW YORK, NY

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAIRD FINANCIAL CORPORATION

Shareholder

yes

01/2018

Apr 25, 2018

Mar 28, 2024

BAIRD FINANCIAL GROUP, INC.

Shareholder

yes

01/2018

Apr 25, 2018

Mar 28, 2024

BOHNSACK, NICHOLAS, GREGORY

CHIEF EXECUTIVE OFFICER /DIRECTOR

yes

01/2018

Sep 2, 2014

Mar 28, 2024

BOOTH, STEVEN, GREGORY

Director

yes

01/2018

Apr 25, 2018

Mar 28, 2024

CLIFTON, DANIEL, MICHAEL

PORTFOLIO MANAGER

yes

01/2018

Apr 25, 2018

Mar 28, 2024

Connors, Anjali, E

CHIEF COMPLIANCE OFFICER

yes

09/2022

Sep 30, 2022

Mar 28, 2024

LANGENFELD, JON, A

Director

yes

01/2018

Apr 25, 2018

Mar 28, 2024

TRENNERT, JASON, RICHARD

CHIEF INVESTMENT OFFICER/DIRECTOR

yes

01/2018

Sep 2, 2014

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ROBERT W. BAIRD & CO. INCORPORATED

n/a

Mixed wealth

$394B

yes

GAMMA INVESTING LLC

n/a

Asset manager

$2.3B

yes

n/a

RIVERFRONT INVESTMENT GROUP, LLC

n/a

Mixed wealth

$2.2B

yes

n/a

STRATEGAS SECURITIES, LLC

n/a

No RAUM reported

yes

n/a

BAIRD TRUST COMPANY

n/a

yes

n/a

ROBERT W. BAIRD LIMITED

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Washington

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$458M

n/a

2024

Mar 28, 2025

$148M

n/a

2023

Mar 28, 2024

$446M

n/a

2022

Mar 31, 2023

$598M

n/a

2021

Mar 31, 2022

$574M

n/a

2020

Mar 26, 2021

$480M

n/a

2019

Mar 10, 2020

$390M

n/a

2018

Mar 26, 2019

$135M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$458M

$148M

209.4%

$598M

-8.5%