JT Stratford, LLC

Overview

JT Stratford, LLC is an independent registered investment adviser formed as an LLC in 2015 and owned by an individual. The firm functions as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of outside advisers. Fee arrangements combine a percentage-of-AUM model with hourly and fixed-fee billing. The firm does not describe itself as an active ESG investor and is not identified as a related adviser or pension consultant. It lists an industry affiliation with an insurance company, and its stated activities emphasize manager selection and outsourced allocations alongside direct portfolio management.

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Location & Offices