SARASOTA CAPITAL STRATEGIES,INC.

Overview

Sarasota Capital Strategies, Inc. is an independent, owner-operated registered investment adviser focused on individuals and families. The firm combines fee-based portfolio management with financial planning and operates an insurance brokerage alongside its advisory practice. Its advisory mandate is primarily discretionary, with a stated preference for equity exposure and a business model that charges a percentage of assets under management and fixed fees. Investment activity centers on exchange-traded equities and ETFs, which form the core of client portfolios. The firm manages separately managed accounts and model-based strategies designed for individual and small-business clients, emphasizing liquid, cost-efficient public market instruments. Sarasota Capital Strategies does not position itself as an ESG investor and is not structured as a multi-state adviser, suggesting a more regionally focused client base despite multiple office locations. Manager allocations include a specific allocation to commodity strategies as the firm’s primary alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices