This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Citibank · Goldman Sachs · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-2020
- Office Locations
- 1
Office Locations
About Stratis Capital, LLC
Stratis Capital, LLC is an SEC-registered RIA serving high-net-worth investors as an independent portfolio analyst and advisor. The firm conducts regular portfolio and manager-performance evaluations to improve risk-adjusted returns, emphasizing transparency and accountability while providing guidance on asset allocation, manager selection, and new opportunities across public funds, ETFs, and select alternatives including private equity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM EDWARD EPIFANIO II
Chief Compliance Officer, Founder, Managing Director, Managing Member
- CRD
- #3019375
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $334,368,218 | $5,970,861 |
| Non-Discretionary | $173,154,971 | $5,970,861 |
| Total | $507,523,189 | $5,970,861 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing