Bank / Wealth / TrustRIA · CRD 130069SEC-RegisteredPrivate Fund Adviser

Updated:

Able & Strong Advisors

Kent Misener, former CIO of an $8B+ benefits manager, runs Able & Strong Advisors in Bountiful, Utah, with a father-son team focused on HNW families and...

Able & Strong Advisors

Founded by Kent A. Misener, CFA, the firm draws on his experience as a bond portfolio manager, treasurer, and CIO for a large private benefits management company. Gregory R. Misener, Esq., joined after earning his JD from Touro College of Law, adding legal and estate-planning oversight to the advisory framework. The Misener family operates the boutique from a single office north of Salt Lake City. The firm's investment philosophy rests on a three-pillar model: client education, strategic allocation, and ongoing vigilance. Kent Misener previously managed institutional fixed-income portfolios and has lectured nationally on active investing — a background that shapes the firm's in-house portfolio construction. Client capital is deployed through customized managed accounts, with an emphasis on retirement vehicles including 401(k) plans. The firm also advises on tax-credit opportunities for start-up retirement plans, pointing to a small-business client segment. Its geographic focus is centered on the Intermountain West, serving families and entities around the Wasatch Front. The team includes Investment Advisor Representative Sarah Cox, who passed her Series 65 exam in mid-2021, and administrative support from Christy Adams. Kent Misener's past board service provides institutional connectivity: he held seats at Intermountain Healthcare, Deseret First Credit Union, The Community Foundation of Utah, The Virginia G. Piper Foundation, and the Utah School and Institutional Trust Fund. The firm operates without a disclosed multi-family office or club-deal structure, functioning instead as a direct advisory and discretionary management practice. Able & Strong Advisors' structural differentiator is the father-son pairing of a veteran institutional CIO and an attorney, a combination that lets the firm handle both portfolio management and legal structuring under one roof. For clients, this means asset allocation and estate-planning considerations are managed concurrently, without the coordination lag of separate advisory relationships.

General information

Firm type

Bank / Wealth / Trust

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Bountiful

Corporate office

380 North 200 West, Suite 102, Bountiful, UT 84010

Principals

Kent A. Misener

CFA, Principal

Gregory R. Misener

Esq., Principal

Frequently asked questions

Who runs investment decisions at Able & Strong Advisors?

Kent A. Misener, CFA, acts as the lead investment principal. His career includes serving as a bond portfolio manager, treasurer, and chief investment officer for a private benefits management company where he oversaw more than $8 billion in institutional assets.

What is Able & Strong Advisors' investment approach?

The firm uses a three-part framework: client education, strategic asset allocation, and ongoing vigilance. Kent Misener has lectured on active investing at national conferences, and the firm constructs portfolios in-house, primarily via separately managed accounts.

Is Able & Strong Advisors structured as a family office?

No. It operates as a wealth management and investment advisory practice serving external clients — including individuals, high-net-worth families, trusts, estates, and charitable organizations. It is not a single-family office.

Does Able & Strong Advisors participate in fund commitments or only direct managed accounts?

The firm's disclosures reference customized portfolio management and 401(k) advisory services, indicating a direct managed-account model. There is no public mention of making fund commitments or participating in private-market co-investments.

What legal or estate-planning services does the firm offer?

Gregory R. Misener holds a Juris Doctor degree and manages client structuring considerations. While the firm does not advertise a standalone law practice, his legal education shapes the advisory process, particularly for trusts and estates.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Bountiful Bank / Wealth / Trust profiles