$64.8M Total AUM
$64.8M Disc. AUM
-- 3Y CAGR
2 Employees
77 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-19-2022
- Office Locations
- 1
Office Locations
360 SW Powerhouse Drive Suite 300 Bend OR
About Strategy CAP, LLC
Strategy Cap is a boutique, independent RIA providing personalized wealth management for executives, entrepreneurs/business owners, and retirees. The firm combines comprehensive financial planning with strategic investment management and business-focused guidance, aligning decisions to client goals and values. Portfolios are largely implemented with ETFs and are custodied at Charles Schwab.
Team overview
54 AVG AGE
$32.4M AVG AUM / ADVISOR
$842.1K AVG AUM / CLIENT
3.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
D
DANIEL JOSEPH EVANS
Chief Compliance Officer
- CRD
- #2558673
- Ownership
- Less than 5%
Available
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J
JARED ANDREW PEARSON
--
- CRD
- #4549349
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,839,075 | $429,026 |
| Non-Discretionary | $0 | $33,883 |
| Total | $64,839,075 | $422,094 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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