Stratfi
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 164744
- Registered since
- July 31, 2025
- Website
- www.stratfi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI86.16%
- Individuals13.76%
- Corporations / Businesses0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services
Firm profile
FINTRXOverview
Stratfi is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individuals and families and charges clients on a percentage-of-AUM basis as well as by hourly fees. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and market-timing services. Stratfi is not positioned as a capital allocator and does not identify as an active ESG investor. Stratfi is SEC-registered (registration year listed as 2025) and reports that it is not a multi-state adviser, not a pension consultant, and has no related adviser relationships. Custody and execution appear concentrated through a single custodian relationship (see Assets & Accounts).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Cash & Cash Equivalents14%
Contacts
2 of 2
James Lee
FounderCRD 2156828
Jaan Larkin
Data AnalystCRD 7987486
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 1201 N Orange St
- Time zone
- ET (UTC-5)
- Office locations
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