STATERA FINANCIAL, LLC

Overview

Statera Financial, LLC is an independent registered investment adviser organized as an LLC that serves individuals and families with a mix of planning and portfolio management services. The firm acts as a capital allocator and combines traditional financial planning with active portfolio construction for individuals and small businesses, and it also advises clients by selecting other advisers when appropriate. Fee arrangements are flexible and include percentage-of-assets, hourly, fixed-fee engagements and performance-based arrangements, which suggests they tailor billing to client needs and to specialized mandates. Investment activity centers on pooled, publicly available vehicles rather than concentrated single-stock bets. The firm is not an active ESG investor and does not operate as a multi-state adviser. Its practice blends discretionary management work with a non-discretionary advisory component, supporting clients who want hands-on management as well as those who prefer to retain final trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices