Strive Retirement Group

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Client assets under management

$6,084,555

Clients

14% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$434,611

About

Strive Retirement Group provides portfolio management, pension consulting (including 401(k) plan services), and financial planning to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. The firm is a small team of three advisors serving a limited client base (14 clients) and reports approximately $6.08 million in assets under management.

SRG documents client objectives in an Investment Policy Statement and uses fundamental analysis and modern portfolio theory to guide recommendations, employing both long‑ and short‑term trading strategies as appropriate. The firm operates on a primarily non‑discretionary basis, trading only after discussion and client approval, and may refer portions of client assets to third‑party advisers while monitoring those relationships.

What is distinctive is that SRG reports all advisory assets as non‑discretionary (no discretionary AUM), a practice that is relatively uncommon among peers and means clients retain direct control over trade approvals and proxy voting. The brochure also notes the firm’s recent formation and regulatory changes (formation in 2023, registration activity including deregistration from the SEC), and its pension consulting offerings that include fixed and hourly engagement options as well as written plan deliverables.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning

Fee options

Fixed

Pension consulting plans: $200 to $1,000; Financial planning: $250 to $5,000

Percentage

Up to 1.00% annually

Project-based

$100 to $250 per hour

Main office location

Strive Retirement Group

132 W International Speedway Blvd, Suite 65

Daytona Beach FL 32114, United States

Number of offices

Most active in

California · Connecticut · Florida · Georgia · Louisiana · Ohio · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 407-357-0123

Advisors at this firm

Scott C

Series 63, Series 65

Daytona Beach, FL

Strive Retirement Group

Scott Cavanaugh is a financial advisor with Strive Retirement Group in Fairport, NY. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at Paychex, Inc. and Paychex Securities Corp spanning from 2008 to 2025. Strive Retirement Group serves individuals, high-net-worth clients, and pension/profit-sharing plans with portfolio management, pension consulting, and financial planning. The firm employs a primarily non-discretionary approach, using fundamental analysis and modern portfolio theory, and documents client objectives in an Investment Policy Statement.

General retirement planning

Robert D

CFP®, Series 63, Series 66

Daytona Beach, FL

Strive Retirement Group

Robert Darrow is a CFP® with 16 years of industry experience and currently serves as an advisor at Strive Retirement Group. His prior roles include positions at Excel Wealth Management, Front Running Sports, and Paychex. He is also a board member for a Home Owners Association. Strive Retirement Group provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm operates primarily on a non-discretionary basis, emphasizing client approval for trades and employing fundamental analysis alongside modern portfolio theory.

General retirement planning

Mark B

Series 63, Series 65

Daytona Beach, FL

Strive Retirement Group

Mark Bentley is a financial advisor with Strive Retirement Group in Daytona Beach, FL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at Darrow Bentley LLC and Excel Wealth Management, as well as an extended tenure at Paychex, Inc. Strive Retirement Group offers portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm serves a limited client base with a primarily non-discretionary investment approach, emphasizing client approval for trades and maintaining direct client control over assets.

General retirement planning

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