STRATIS CAPITAL, LLC

30 Old Kings Highway South
Darien, Connecticut 06820
Tel: 917-705-2500

About STRATIS CAPITAL, LLC

STRATIS CAPITAL, LLC, formally registered with the SEC as STRATIS CAPITAL, LLC. The firm was established in 01/27/2020. They have over 1 offices throughout the country.

STRATIS CAPITAL, LLC is a Darien, Connecticut based Financial Planning firm with nearly $448,825,448 assets under management, offering retirement planning & investment advisory services to 85 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300130
SEC#	801-118000
Assets Managed by Firm	$448,825,448
No. of Clients	85
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	85	$448,825,448
High net worth individuals	1	$448,825,448

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