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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-22-2013
- Office Locations
- 1
Office Locations
About Stratton Capital Management, LLC
Stratton Capital Investment Advisory provides U.S.-based investment management and international advisory for Brazilian clients seeking access to U.S. markets. The firm builds customized managed portfolios aligned to each client’s profile and goals, with strategies oriented to USD passive income and capital growth. A key differentiator for distribution partners: client accounts are opened at Charles Schwab, with Portuguese-language service and support for international transfers.
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Owner & Executives
SCOTT MICHAEL STRATTON
Founder, Managing Member, Managing Member - Cco
- CRD
- #2077981
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,860,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,860,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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