Skip to content

Adam J Strumpf

Investment adviser representative at Demarche
21 yearsExperience
1 stateRegistered in
$228.4MFirm assets
18 yearsFirm in business

Are you Adam J Strumpf? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. DemarcheDec 2017 to now
  2. Discretionary Management Services LLCJan 2011 to now
  3. Endex Capital Management LLCJan 2011 to now
  4. Demarche Associates, Inc.Oct 2005 to now
  5. Kansas City Brokerage Inc.Jun 2008 to Dec 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2000
  • Series 63 · Uniform Securities Agent State Law2012

State registrations

Registered as an investment adviser representative in 1 state (KS).

Demarche

Legal name: Discretionary Management Services, LLC

$228.4MAssets managed
16Clients
9Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4529457
Firm CRD
145851
Advisor's SEC record (opens in a new tab)
CallContact this firm