STRATUS ADVISORY GROUP, INC.

Overview

Stratus Advisory Group, Inc. is an independent registered investment advisor that serves individual, family and institutional clients and acts as a capital allocator and selector of outside managers. The firm blends fee-based portfolio management and financial planning, charging clients by percentage of assets under management and, in some cases, hourly fees. Its advisory services emphasize managed portfolios for individuals and small businesses and the selection and oversight of third‑party advisers, which aligns with its use of external alternative managers for specialized exposures. Investment activity centers on pooled public funds and mutual funds as the primary implementation vehicle, supplemented by allocations to alternative strategies where appropriate. The firm is not positioned as an ESG‑focused allocator and is not registered as a multi‑state adviser; its business model leans on curated manager relationships and discretionary portfolio authority for the majority of client assets.

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Public Holdings

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Location & Offices