Stratfi
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 164744
- Registered since
- July 31, 2025
- Website
- www.stratfi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI86.16%
- Individuals13.76%
- Corporations / Businesses0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services
Firm profile
FINTRXOverview
Stratfi is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves individual and family clients, operating under an owner-type listed as an individual. Its compensation model combines a percentage-of-assets-under-management fee with the option for hourly billing. Core advisory services include financial planning and portfolio management for individuals, small businesses, and institutions, and the firm also provides market timing services. Stratfi is not positioned as an ESG-oriented manager and is not designated as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Cash & Cash Equivalents14%
Contacts
2 of 2
James Lee
FounderCRD 2156828
Jaan Larkin
Data AnalystCRD 7987486
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 1201 N Orange St
- Time zone
- ET (UTC-5)
- Office locations
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