Benjamin
Mcfaul

Strive Asset Management

CRD#6911570
Investment Advisor
in Dublin, OH

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About this Advisor

Benjamin Mcfaul is a financial advisor based in Dublin, Ohio, working with Strive Asset Management. Benjamin has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Gonzaga University, Gonzaga Preparatory Highschool, Bank Of America N.A, Rbc Capital Markets, LLC, City National Bank, Strive Asset Management, LLC, and Quasar Distributors, LLC. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Benjamin is part of Strive Asset Management, which operates out of Dublin, Ohio. The firm has 45 employees and manages assets totaling $1.1 billion. The services offered by the firm include portfolio management for investment companies and portfolio management for pooled investment vehicles. The fee structure at Strive Asset Management includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets

Office Location

6555 Longshore Street Suite 220
Dublin, OH 43017

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Strive Asset Management Brokerage Details

Total Assets Under Management

$1,080,336,882

OH Average: $2,106,341,625
Total Number of Employees

45

OH Average: 34
Total Number of Accounts

12

OH Average: 1,972
Average Account Size

$90,028,074

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Benjamin Mcfaul Work History

2023 - Present (1 year)

Strive Asset Management, LLC

2023 - Present (1 year)

Quasar Distributors, LLC

2021 - 2023 (2 years)

Rbc Capital Markets, LLC

2021 - 2023 (2 years)

City National Bank

2020 - 2021 (1 year)

Bank Of America N.A

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2019 (4 years)

Gonzaga University

2011 - 2015 (4 years)

Gonzaga Preparatory Highschool

Disclosures

Please visit the SEC profile of Benjamin Mcfaul to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strive Asset Management

Benjamin Menconi
Lagrange, IL
James Mcquade
Dublin, OH
Jeffrey Sherman
Dublin, OH
Benjamin Pham
Dublin, OH
John Bell
Dublin, OH
Benjamin Mcfaul
Dublin, OH
Michael Spector
Dublin, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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