Strategy Cap, LLC

Overview

Strategy Cap, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm is state-registered in Oregon and Washington and offers a mix of fee arrangements — percentage of assets under management, hourly fees, and fixed fees — tied to its advisory work. Core services listed in regulatory materials include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not structured as a capital allocator; instead it places client assets with third‑party managers and pooled vehicles. It does not identify itself as an active ESG investor in its public filings.

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Public Holdings

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Location & Offices