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| Keyboard |
| Stratis Capital LLC
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|---|---|
| CRD # | 300130 |
| SEC # | 801-118000 |
| CIK # | |
| AUM | 507.5 M (2026-03-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-705-2500 |
| Address | 30 Old Kings Highway South Darien, CT 06820 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 507.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 507.5 |
| By Discretionary | ||
| Discretionary | 56 | 334.4 |
| Non-Discretionary | 29 | 173.2 |
| Total | 85 | 507.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 507.5 | |
| Total | 85 | 507.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dover Partners Inc
✚
|
OH | 508.6 M |
|
and Wealth Partners LLC
✚
|
MD | 508.2 M |
|
Instrumental Wealth LLC
✚
|
FL | 508.0 M |
|
WEA Financial Advisors Inc
✚
|
WI | 507.8 M |
|
Maltin Wealth Management Inc
✚
|
507.2 M | |
|
Boone Wealth Advisors LLC
✚
|
WA | 506.8 M |
|
Beta Capital Management LLC
✚
|
FL | 506.6 M |
|
Cleveland Wealth LLC
✚
|
OH | 506.6 M |
|
Onyx Financial Advisors LLC
✚
|
ID | 506.4 M |
|
Bluesphere Advisors LLC
✚
|
PA | 506.2 M |