Strive, Inc. Annual Report - How They Did This Year

Hey there! Welcome to your simple guide to Strive, Inc.'s past year. What does it mean for you as an investor? Is this company a good investment? Think of this as a chat with a friend, not a stuffy financial report.

We have new details from their annual report (Form 10-K). It covers the year ending December 31, 2025. Let's start!

What Does Strive, Inc. Do?

Strive, Inc. manages money and gives investment advice. They focus on digital assets like Bitcoin. This includes managing crypto for clients, offering Bitcoin funds, and advising on digital asset plans. They also offer other services. Their Class A common stock trades on Nasdaq as ASST. They also have Variable Rate Series A Perpetual Preferred Stock as SATA.

How's Their Money Looking? (Financial Snapshot)

Here are some things we know about their size and structure:

• Market Value: As of June 30, 2025, their common stock available to regular investors (public float) was about $56.8 million.
• Shares Out There: As of March 17, 2026, there were about 59.3 million Class A common shares and 9.9 million Class B common shares, totaling about 69.2 million shares.
• Company Status: Strive is classified as a "non-accelerated filer," a "smaller reporting company," and an "emerging growth company."
  • As a non-accelerated filer, Strive's public float is under $75 million. They get more time to file reports.
  • As a smaller reporting company, Strive's public float is under $250 million. This classification means fewer details in their SEC filings.
  • As an emerging growth company, Strive's yearly income was under $1.235 billion. The JOBS Act gives them regulatory breaks, including fewer reporting duties and audit exemptions for up to five years. These classifications generally mean easier reporting rules and potentially lower compliance costs, but investors receive less detailed information compared to larger, older companies.

Big Moves and Milestones This Year

Strive, Inc. has been busy! Here are a couple of notable events from 2025:

• Strategic Dealings: They worked with Asset Entities Inc. and Semler Scientific Inc. in September 2025.
• Raising Capital: In November 2025, Strive sold Series A Preferred Stock to the public, raising capital for the company.

What to Watch Out For (Risks)

Their report highlights several key "Risk Factors" for investors to consider.

• Market Volatility: Strive works with Bitcoin and digital assets, facing high crypto market swings that can quickly change asset values, affecting client money or their own holdings.
• Regulatory Changes: Crypto rules are changing fast. New laws could impact Strive's business, potentially raising costs or limiting services.
• Cybersecurity: Dealing with digital assets and advice means significant cybersecurity risks. Hacks or system failures could lead to financial losses and damage their reputation, especially since blockchain transactions are often irreversible.
• Competition: The digital asset management sector is competitive, with traditional banks and new crypto firms vying for market share. Strong competition could lower Strive's fees or slow growth.
• Technology Risks: Reliance on blockchain and digital technology brings risks like tech failures, bugs, or the obsolescence of older tech, which could disrupt operations and service delivery.

This gives you a good overview of Strive's year. Remember, for a complete picture, always check the full 10-K report to help you make your investment decisions.