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Samuel B

CFA®, Series 66

Kensington, MD

Stratus Capital Management, LLC

Samuel Brownell is a CFA® charterholder and holds the Series 66 designation, with 6 years of industry experience. He is the managing director of several affiliated entities focused on business valuation and succession planning, in addition to his role at Stratus Capital Management, LLC, where he has worked since 2013. Outside of investment advisory, he manages a family LLC and leads legacy planning and valuation services for independent business owners. Stratus Capital Management, LLC provides investment advisory and financial planning services primarily to individuals and families, including high-net-worth clients, as well as foundations, endowments, and pooled investment vehicles. The firm employs a goal-based process to develop diversified portfolios aligned with client risk profiles and coordinates related business valuation and legacy planning services through affiliated firms.

Wealth management Business sale tax planning Business ownership considerations Business succession planning
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