Stratos Wealth Partners, Ltd
Firm details
- Headquarters
- Beachwood, Ohio
- CRD number
- 153184
- Registered since
- June 4, 2010
- Custodians
- LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI63.68%
- Individuals30.48%
- Corporations / Businesses3.77%
- Charitable Organizations1.52%
- Pension & Profit Sharing Plans0.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Stratos Wealth Partners, Ltd is an independent, privately owned registered investment adviser organized as an LLC and registered with the SEC in 2010. The firm serves both individuals/families and institutional clients and functions as a capital allocator, selecting third‑party managers alongside direct portfolio management. Its advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational seminars. Stratos reports being an active ESG investor and offers fee arrangements that include a percentage of AUM, hourly and fixed fees, and other structures. The firm has been named to Barron’s Top 100 RIA Firms in 2022, 2023, 2024, and 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds63%
- Exchange Traded Equities24%
- Cash & Cash Equivalents7%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 24
Daniel Jacoby
Chief Investment OfficerCRD 2541027
Susan Coy-kamph
CEO, Senior Financial AdvisorCRD 4357364
Kyle Heksch
Chief Investment Officer & Founding PartnerCRD 6018128
Contacts
3 of 362
Chiraag Kirpalani
Private Wealth AdvisorCRD 6089481
Brett Walker
Financial AdvisorCRD 5597189
Randy Kirkpatrick
Wealth AdvisorCRD 6680672
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,012Active vs passive
$6.6B in ETFs
75%
$4.9B
18%
$1.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $224M | 342,211 | 3.41% |
Location
Beachwood, OH
Cuyahoga
Location
Beachwood, OH
Headquartered in Beachwood, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 3750 Park East Dr
- Time zone
- ET (UTC-5)
- Office locations
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