DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Strava Financial, LLC

Former SEC-registered adviserWestlake Village, CaliforniaCRD 304263SEC 801-117503IAPD
Latest filing Apr 1, 2020
First filing on the tape Sep 17, 2019 · 7 filings
RAUM
$7.6M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$7.6M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$7.6M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$7.6M as of Apr 1, 2020
Sep 17, 2019$0 then
HNW client RAUM$6.3M as of Apr 1, 2020
Feb 21, 2020$6.3M then
State-registered IARs (5.B.3)2 as of Apr 1, 2020
Sep 17, 20191 then
Employees (5.A)2 as of Apr 1, 2020
Sep 17, 20191 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 1, 2020; every figure names its basis
RAUM per advisor
$7.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
8derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.6MderivedHNW RAUM over HNW clients
Average account
$363,678derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
Custody
$7.6M, 8 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$6.3M83%
  • Individuals$1.3M17%
Individual clients
4reported
HNW clients
4reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
21reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$7.6M for 8 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
David Lee BryantCertified Financial PlannerWestlake Village, CaJan 1, 202623 y1
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Lee David Bryant · Managing Member & Chief Compliance Officercontrol
      since 10/2019 · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Advisory employees · 1 to 2
      Mar 6, 2020 to Apr 1, 2020
    • Employees · 1 to 2
      Mar 6, 2020 to Apr 1, 2020
    • Insurance-licensed employees · 0 to 1
      Mar 6, 2020 to Apr 1, 2020
    • State-registered IARs · 1 to 2
      Mar 6, 2020 to Apr 1, 2020
    • Accounts · 0 to 21
      Nov 1, 2019 to Feb 21, 2020
    • HNW clients · unset to 4.0
      Nov 1, 2019 to Feb 21, 2020
    • Individual clients · unset to 4.0
      Nov 1, 2019 to Feb 21, 2020
    • Assets in custody · unset to 7637230.0
      Nov 1, 2019 to Feb 21, 2020
    • Custody of client assets · false to true
      Nov 1, 2019 to Feb 21, 2020
    • Discretionary RAUM · $0 to $7.6M
      Nov 1, 2019 to Feb 21, 2020
    • HNW RAUM · unset to 6309738.0
      Nov 1, 2019 to Feb 21, 2020
    • Individual RAUM · unset to 1327492.0
      Nov 1, 2019 to Feb 21, 2020
    • RAUM · $0 to $7.6M
      Nov 1, 2019 to Feb 21, 2020
    Signals
    1 dated events
    • Strava Financial, Llc filed its initial SEC registration (Form ADV)
      Sep 17, 2019 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Website
    STRAVAFINANCIAL.COMreportedpublic record, Form ADV, Sep 17, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $7.6Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026