STRATEGY CAP, LLC

360 Sw Powerhouse Drive
Suite 300
Bend, Oregon 97702
Tel: 541-585-3737

About STRATEGY CAP, LLC

STRATEGY CAP, LLC, formally registered with the SEC as STRATEGY CAP, LLC. The firm was established in 10/19/2022. They have over 1 offices throughout the country.

STRATEGY CAP, LLC is a Bend, Oregon based Financial Planning firm with nearly $48,118,719 assets under management, offering retirement planning & investment advisory services to 114 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	120-Day Approval
Firm CRD#	323391
SEC#	801-126756
Assets Managed by Firm	$48,118,719
No. of Clients	114
No. of Advisors	2

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	114	$48,118,719
Individuals (other than high net worth individuals)	23	$6,000,986
High net worth individuals	24	$42,117,733

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