SourcingSourcing

STRONGBOX WEALTH, LLC

C35
CRD 304952·SEC 801-117141·LEE'S SUMMIT, MO
AUM
$562.4M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STRONGBOX WEALTH, LLC
CRD
304952
SEC file #
801-117141
EIN
842323078
DBA names
—

Economics

AUM
$562.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$207.3M → $562.4M▲ +171%
Client mix
Individuals Other285
Individuals High Net Worth189
Pension Profit Sharing Plans19
Corporations6

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
LEE'S SUMMIT MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
youtube.com/@strongboxwealth

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COOPER, CHARLES, SHERWOOD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
COOPER, CHARLES, SHERWOOD
GARLOW, JONATHAN, GRANT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001812155
Edgar Registered
Yes
Edgar Filing Count
28
Edgar First Filing Date
2020-05-15
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001172661-26-001636

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.423
Soi Zip Pct 200k Plus
0.166
Soi Zip Returns 200k Plus
1,660
Soi Zip Total AGI
1,326,677
Fdic Zip Total Deposits
10,302,192,000
Fdic Zip Branch Count
194
Fdic Zip Top Banks
Lead Bank
Commerce Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
3470 NE RALPH POWELL ROADSTE ALEE'S SUMMIT, MO 64064
Business
3470 NE RALPH POWELL ROADSTE ALEE'S SUMMIT, MO 64064
Edgar EIN
842323078
Edgar Recent Filings
13F-HR2026-05-08 · 0001172661-26-001636
13F-HR2026-01-21 · 0001172661-26-000233
Fdic Zip Branches Raw
BC National BanksLees Summit, MO
BC National BanksLees Summit, MO
Fdic Zip HHI
2945.58
Fdic Zip Top Bank Share Pct
50.89
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,295
Returns1,960
Stub 2
AGI55,407
Returns1,490
Stub 3
AGI80,436
Returns1,300
Soi Zip Total Business Income
33,393
Soi Zip Total Cap Gains
114,264
Soi Zip Total Dividends
29,009
Soi Zip Total Returns
10,000
Top Owner CRD
2290910
Trust Company Affiliate
No

People (4)

4
COOPER, CHARLES, SHERWOOD
IAR · Direct Owner · 87.5%
2290910
GARLOW, JONATHAN, GRANT
IAR · Direct Owner · 17.5%
5847474
Andrew William Beil
IAR
6343436
KATHY ANN POSTOAK
IAR
1855695