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, LLC-structured registered investment adviser that serves individual and family clients. The firm is SEC-registered (2025) and owned by an individual principal. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and its scope includes market-timing services. Stratfi bills clients using a percentage-of-AUM schedule and also charges hourly fees for certain services. It does not present itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
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
Similar firms
Benchmark Financial, LLC
RIAWilmington, DE
Third Sigma Investment Advisors LLC
RIAWilmington, DE
Morningside Asset Management
RIAWilmington, DE
Wilmington Trust Investment Management
RIAWilmington, DE
Walnut Green Asset Management, LLC
RIAWilmington, DE
Donald W. Nicholson & Associates Ltd
RIAWilmington, DE