Sutro Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sutro Advisors provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and corporations or other businesses. The firm offers ongoing comprehensive financial planning through a monthly subscription model as well as project-based and hourly planning engagements.
Sutro primarily implements passive investment management, building portfolios of index mutual funds and ETFs to achieve asset‑class exposures, while also using fundamental, technical, and cyclical analysis to inform portfolio construction and trading decisions. Accounts are managed on a discretionary basis, and custodian recommendations are based on service, execution, and platform capabilities.
Compared with many independent advisers of similar scale, Sutro is notable for extending portfolio management to corporate/institutional clients and incorporating business‑planning and employee‑benefit optimization into its planning services. The firm reports approximately $48.5 million in discretionary assets under management across about 72 client relationships and discloses no related‑party arrangements or outside product compensation.
Client services
Expertise
Fee options
0.70% annually
$200 per hour
$100 per month (paid monthly in arrears as $1,200 annually)
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Also doing business as
Sutro Advisors · Sutro Advisors LLC
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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