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Strategence Capital, LLC

EST. AUM
$0

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CLIENT ACCOUNTS
0

Firm Details

Metro area Toledo
CRD Number 343488
Website strategencecapital.com
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Overview

Strategence Capital, LLC is a wealth-management and financial-advisory practice founded in 2012 with offices in Ohio, Indiana, and Minnesota. The firm provides personalized financial planning, investment management, and retirement-plan consulting. Since 2023, Strategence has operated through the OneAscent Financial Services platform, an SEC-registered investment adviser. Its investment philosophy emphasizes strategic asset allocation, disciplined rebalancing, long-term investing, and avoidance of market timing. The firm also advises approximately 70 employer retirement plans, including 401(k), 403(b), and SIMPLE IRA arrangements.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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