Flexpath Strategies LLC
● SEC registered since 2015CRD 174306SEC# 801-80914Chicago, IL
Reg. AUM
$3.22B
Employees
7
Accounts
839
Location
Chicago, IL
About Flexpath Strategies
FlexPATH Strategies provides retirement path tools and investment management related to collective investment trusts. It measures the need for investment risk based on projected retirement savings.
Summary based on the firm’s website.
Flexpath Strategies LLC assets under management
Flexpath Strategies LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2015. It reports $3.2 billion in regulatory assets under management and employs 7 people.
Flexpath Strategies LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cub Fp Parent, LLC Control | Owner | 25-50% | 2024 |
| Fiduciary Holdings, LLC Control | Managing Member | Over 75% | 2026 |
| James Shields | Chief Compliance Officer | Under 5% | 2026 |
| Jesse Joseph Keig | Chief Financial Officer / Director | Under 5% | 2026 |
| Michael Edward Annin | Fiduciary Solutions Department, President | Under 5% | 2026 |
| Richard Scott Price Control | Chairman & Chief Executive Officer | Under 5% | 2026 |
| Cub Financing Intermediate, LLC Control | Managing Member | Over 75% | 2022 |
| Cub Holdco, LLC Control | Managing Member | Over 75% | 2022 |
| Cub Intermediate Holdco, LLC Control | Managing Member | Over 75% | 2022 |
| Great Gray Group, LLC Control | Managing Member | Over 75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Flexpath Strategies LLC manage?
Flexpath Strategies LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Flexpath Strategies LLC have?
Flexpath Strategies LLC reports 7 employees.
Where is Flexpath Strategies LLC located?
Flexpath Strategies LLC is based in Chicago, IL and has been SEC-registered since 2015.
Does Flexpath Strategies LLC disclose fund performance?
Flexpath Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 353 N. Clark St., Chicago, IL 60654 |
| Phone | 949-418-6030 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.22B▼ 96%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$3.22Bregulatory AUM
Discretionary $3.22B