Syverson Strege & Company
● SEC registered since 1997CRD 109228SEC# 801-54959West des Moines, IA
Reg. AUM
$910.8M
Employees
15
Accounts
1,979
Location
West des Moines, IA
Syverson Strege & Company assets under management
Syverson Strege & Company is an SEC-registered investment adviser based in West des Moines, IA. The firm has been registered since 1997. It reports $910.8 million in regulatory assets under management and employs 15 people.
Syverson Strege & Company owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Lyn Gunkel Control | Syverson Strege Chief Investment Officer | Under 5% | 2018 |
| Johnne David Syverson | Board Member Vbhc & Co-Founder | Under 5% | 2010 |
| Lance David Gunkel Control | President Vbhc & Syverson Strege Managing Director | Under 5% | 2014 |
| Matthew William Roberts Control | Syverson Strege Chief Planning Officer & Chief Compliance Officer | Under 5% | 2018 |
| Meribeth Grogan Control | Syverson Strege Director Of Finance And Administration And Treasurer | Under 5% | 2018 |
| Values Based Holding Corporation Control | Holding Company | Over 75% | 2010 |
| Wayne Eugene Johnson | Board Member Vbhc | Under 5% | 2020 |
| Jason Lyn Gunkel Control | Owner | 25-50% | 2025 |
| Lance David Gunkel Control | Owner | 25-50% | 2025 |
| Matthew William Roberts Control | Owner | 25-50% | 2025 |
Frequently asked questions
How much does Syverson Strege & Company manage?
Syverson Strege & Company reports $910.8 million in regulatory assets under management on its Form ADV.
How many employees does Syverson Strege & Company have?
Syverson Strege & Company reports 15 employees.
Where is Syverson Strege & Company located?
Syverson Strege & Company is based in West des Moines, IA and has been SEC-registered since 1997.
Does Syverson Strege & Company disclose fund performance?
Syverson Strege & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4125 Westown Parkway, Suite 104, West des Moines, IA 50266 |
| Phone | 515-225-6000 |
| Fax | 515-225-6888 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1682057 |
| Discloses disciplinary history | No |
Regulatory AUM
$910.8M▲ 1%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$910.8Mregulatory AUM
Discretionary $765.3MNon-discretionary $145.5M