Stratus Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 169038
- Website
- stratusbusinessadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.21%
- Pooled Investment Vehicles8.13%
- Individuals5.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Stratus Capital Management, LLC is an independent, domestic limited liability RIA that serves high-net-worth individuals, families and institutional clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Its fee model combines percentage-of-AUM billing with fixed fees. Investment activity is focused on liquid, exchange-listed instruments: the firm shows a clear preference for equities and exchange-traded products as core building blocks. Stratus manages both discretionary and non-discretionary mandates and uses separately managed account structures where tax management, customization and concentrated-position handling matter. The firm is not flagged as an active ESG investor and does not operate as a multi-state adviser in the regulatory disclosures provided.
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
- Exchange Traded Equities40%
- Public Funds/Mutual Funds30%
- State & Local Bonds15%
- US Government Bonds8%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Samuel Brownell
Founder & CEOCRD 5219809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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