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Strategence Capital LLC: applying for SEC registration, Van Wert, OH

Strategence Capital LLC (Van Wert, Ohio): applying for SEC registration, Van Wert, OH. Dated 49 days ago, it serves as a historical benchmark. Score 65/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).

Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)

Free preview: all 8 published fields of this record are shown below. Locked: 36 related OH NewRiaPulse records and the 6-column CSV export.

FieldValue
FirmStrategence Capital LLC
Legal nameStrategence Capital LLC
CRD343488
StatusIn 120-day approval window
Registered with the SEC2026-09-16
Latest Form ADV filing2026-08-24
LocationVan Wert, OH, United States
Employees9
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL

  • Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
  • Record date: 2026-09-16
  • Data refreshed: 2026-10-28
  • Refunds on request within 14 days

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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT

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Peer benchmark and outreach value: Strategence Capital LLC and 37 Ohio peers

  • Ohio NewRiaPulse records like this one: 37
  • Timing: Low: older than 30 days
  • Estimated pipeline if you contact every Ohio peer: $7,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)

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65 / 100 Score

  • Registered in the last 60 days.
  • Still in the approval window: vendors not yet chosen.

What is the NewRiaPulse record for Strategence Capital LLC in Van Wert, Ohio?

Strategence Capital LLC applied for SEC registration as an investment adviser (2026-09-16), based in Van Wert, OH.

How does Strategence Capital LLC compare to other Ohio NewRiaPulse records?

It is 49 days old; check the official source for later updates before acting.

Strategence Capital LLC vs. top 3 peers

OrganizationLocationRecord date
Strategence Capital LLCVan Wert, OH2026-09-16
Wells Capital Advisors LLCLas Vegas, NV2026-10-01
Nextreg Advisors LLCMiami, FL2026-10-01
Everoak Wealth CoColorado Springs, CO2026-10-01

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NewRiaPulse: Under $100M NewRiaPulse: records in Ohio NewRiaPulse: In 120-day approval window

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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days

From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.

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