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STRATIS CAPITAL, LLC
CRD 300130File 801-118000
APPROVED
Retail clients
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$507.5M
Above cohort median (national)
Discretionary AUM
$334.4M
Non-discretionary $173.2M
Clients
1
85 accounts
Employees
1
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 27, 2020
- Principal office
- 30 OLD KINGS HIGHWAY SOUTH, DARIEN, CT, 06820
- Phone
- 917-705-2500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $507.5M
- Discretionary AUM
- $334.4M
- Non-discretionary AUM
- $173.2M
- Discretionary accounts
- 56
- Non-discretionary accounts
- 29
- Total accounts
- 85
- AUM per client
- $507.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $507.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.