Stratus Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$68,542,750
Clients
26
Advisors
1
of 5 employees
About
Stratus Capital Management, LLC provides investment advisory services and financial planning primarily to individuals and families, including high‑net‑worth clients, and also accepts other entities such as foundations, endowments and pooled investment vehicles. The firm’s service set includes portfolio management (discretionary and non‑discretionary), financial planning, and investment consulting, with related services coordinated through affiliated entities that offer business valuation, legacy planning and succession consulting.
The firm describes a holistic, goal‑based process that begins with a Discovery Meeting and a written Investment Policy Statement, and it constructs diversified portfolios across stocks, bonds, mutual funds and ETFs to match client risk profiles. In practice Stratus may delegate day‑to‑day portfolio implementation to an SEC‑registered sub‑advisor, uses Envestnet/Tamarac for reporting and monitoring, and maintains custody relationships with a major custodian for trade execution and account services.
Compared with peers of similar size, Stratus is notable for reporting advisory relationships with pooled investment vehicles — a client type held by only about 5.6% of supported firms — and for operating affiliated specialty firms that provide valuation and legacy planning services. The brochure also discloses that a material portion of the firm principal’s time is devoted to those affiliated entities, a potential time‑management and conflict consideration for prospective clients.
Client services
Expertise
Fee options
Financial planning fees range from $1,000 to $10,000 depending on scope and complexity.
$0 - $2,000,000: 1.40% $2,000,001 - $5,000,000: 1.15% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.90%
Up to $300 per hour for consulting services.
Account minimum: $100,000 minimum initial investment Fee-only: Fee-only registered investment advisor; no commissions earned.
Main office
Kensington MD
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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