Steven Carlson
Strong Investment Management · Canton, Ohio
Steven Carlson is a fee-only financial advisor at Strong Investment Management in Canton, Ohio. Strong Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Strong Investment Management |
|---|---|
| Based in | Canton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $111.9M across 638 accounts |
| SEC registration | Investment adviser representative in OH, VA · CRD 5024470 |
| Exams passed | Series 63 (2019) · Series 66 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Steven's firm compares
- Strong Investment Management's average account is about $175,000, from its Form ADV (assets managed divided by 638 accounts).
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Questions about Steven
Is Steven Carlson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Strong Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Strong Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Carlson based?
Steven Carlson is based in Canton, Ohio.
Is Steven Carlson registered with the SEC?
Yes. Steven Carlson is registered as an investment adviser representative in OH and VA (CRD 5024470), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strong Investment Management manage?
Strong Investment Management reports $111.9M across 638 accounts in assets under management.
How do I contact Steven Carlson?
Contact details aren't on file yet. Search for Strong Investment Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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