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STATHEROS FINANCIAL SOLUTIONS, INC.
CRD 306217File 801-117649
APPROVED
Retail clients
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$926.2M
Above cohort median (national)
Discretionary AUM
$926.2M
Clients
625
1,430 accounts
Employees
15
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 15, 2019
- Principal office
- 1107 INVESTMENT BLVD., STE. 135, EL DORADO HILLS, CA, 95762
- Phone
- 916-932-1219
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $926.2M
- Discretionary AUM
- $926.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,430
- Non-discretionary accounts
- 0
- Total accounts
- 1,430
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.0M |
| High net worth individuals | 161 | $439.5M |
| Pension and profit sharing plans | 70 | $369.3M |
| Individuals (other than high net worth individuals) | 394 | $114.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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.