STRATIS CAPITAL, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $507.5M |
| Discretionary | $334.4M66% of AUM |
| Non-Discretionary | $173.2M |
| Client Accounts | 85 |
| Avg Account Size | $6.0M |
| Employees | 1 |
| Peak AUM | $507.5MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $508M | +13.1% | +8.6% | +7.0% | |
| Discretionary AUM | $334M | ||||
Key Metrics
| Total AUM | $507.5M |
| Discretionary | $334.4M |
| Employees | 1 |
| Client Accounts | 85 |
Contact & Location
Address
30 OLD KINGS HIGHWAY SOUTH
DARIEN CT 06820
Phone
917-705-2500
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$334M
65.9% of AUM
Non-Discretionary
$173M
34.1% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported