Stratus Advisory Group, Inc.

Stratus Advisory Group, Inc. serves primarily individual clients and also provides portfolio advice and financial planning to small and mid‑sized businesses, managing approximately $64.6 million in client assets for about 165 clients with two investment professionals. The firm delivers hourly financial planning and ongoing asset management (including consultative assets‑under‑advisement) and provides retirement‑plan rollover recommendations as part of its service offering.

The firm customizes advice through one‑on‑one interviews and questionnaires and employs a mix of fundamental, cyclical and technical analysis while generally not attempting to time the market, with the flexibility to increase cash modestly or accommodate special tax, legacy, or concentrated‑holding situations. Stratus actively monitors accounts, permits clients to impose reasonable investment restrictions, and may be granted discretionary authority to select and replace independent sub‑advisers while serving as the communication conduit and monitor for those managers.

Notably, the firm is affiliated with related entities that provide accounting/tax services and sell insurance products, and its principals receive additional compensation for those services — relationships the brochure discloses and for which clients are not required to use the affiliates. Also atypical for peers of its size, the firm discloses the ability to hire and fire third‑party sub‑advisers on a discretionary basis and does not accept proxy‑voting responsibilities, leaving voting to clients.