S
$74.6M Total AUM
$42.9M Disc. AUM
-- 3Y CAGR
5 Employees
61 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-17-2013
- Office Locations
- 1
Office Locations
-- Kensington MD
About Stratus Capital Management, LLC
Stratus Capital Management, LLC is a Kensington-based RIA. The firm has been operating for 12 years. Managing $74.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
41 AVG AGE
$74.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.6 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Owner & Executives
S
SAMUEL EMERSON BROWNELL
Financial Advisor, General Partner, MANAGING DIRECTOR
- CRD
- #5219809
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,893,817 | -- |
| Non-Discretionary | $31,715,577 | -- |
| Total | $74,609,394 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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