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Strategas Asset Management, LLC

SEC Registered

Innovative Strategies

Assets Under Management
$100M–$500M
Office Locations
2 offices
Total Accounts
15

About the firm

Strategas Asset Management offers exchange traded funds, managed accounts, tactical allocation portfolios, and fixed income portfolios. The firm provides access to its products through brokerages, financial advisors, and institutional investors.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthInvestment CompaniesOther Investment AdvisersCorporations

Areas of expertise

ETFsManaged AccountsTactical AllocationFixed IncomeMacro ThematicGlobal PolicyMacro MomentumEmerging MarketsSector FlowsThematic Investing

Services

Exchange Traded Funds (including Strategas Macro Momentum ETF, Strategas Macro Thematic Opportunities ETF, and Strategas Global Policy Opportunities ETF), Managed Accounts, Tactical Allocation Portfolios, Fixed Income Portfolios, and Global Allocation Portfolios

Who they serve

Brokerage clients, financial advisors, and institutional investors

Leadership

Nicholas Gregory Bohnsack
CHIEF EXECUTIVE OFFICER /DIRECTOR
Jason Richard Trennert
CHIEF INVESTMENT OFFICER/DIRECTOR
Daniel Michael Clifton
PORTFOLIO MANAGER
Baird Financial Corporation
SHAREHOLDER
Paul Edward Purcell
DIRECTOR
Steven Gregory Booth
DIRECTOR
Jon A Langenfeld
DIRECTOR
Baird Holding Company
SHAREHOLDER
Inc. Baird Financial Group
SHAREHOLDER

Office locations

2 offices in 2 states
NY
New YorkHQ
DC
Washington

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#172000
SEC Number
801-113292
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Other

Data as of July 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Strategas Asset Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Strategas Asset Management in New York, NY - Fees & Services