A complete list of active advisors currently associated with Stratus Capital Management, LLC

Warmer can help you find a great advisor at Stratus Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Stratus Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.