Assiduous Strategic Investments, LLC is a large advisory firm based in Charlotte. It manages $3.43 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of North Carolina.
Assiduous Strategic Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Assiduous Strategic Investments, LLC is $3.43 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1008% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Assiduous Strategic Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Assiduous Strategic Investments, LLC is owned by David Norman Stedman. Caleb Rowe joined the executive team most recently as the Chief Compliance Officer.
The principal office where Assiduous Strategic Investments, LLC performs its advisory services is located at 201 South College St, Charlotte, NC 28244, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-943-5555. The normal business hours are 9:00 - 5:00 on Monday - Friday.