STRATOS WEALTH PARTNERS, LTD

RIASEC RegisteredEst. 2010
Total AUM
$18.6B
Discretionary
$17.8B
96% of AUM
Avg account
$391K
Accounts
47,696
Employees
618
Advisory reps
383

Firm details

Headquarters
BEACHWOOD, Ohio
CRD number
153184
Registered since
June 4, 2010
Website
www.stratoswealthpartners.com
Custodians
LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI63.68%
  • Individuals30.48%
  • Corporations / Businesses3.77%
  • Charitable Organizations1.52%
  • Pension & Profit Sharing Plans0.41%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stratos Wealth Partners, Ltd is an independent, SEC-registered RIA organized as an LLC and operating since 2010. The firm serves both individual/family and institutional clients and positions itself as a capital allocator — selecting third‑party managers and sponsoring pooled vehicles in addition to providing discretionary portfolio management. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and manager selection, along with educational seminars and workshops. Stratos uses a mix of fee models (percentage of AUM, hourly, fixed and other fees) and reports being an active ESG investor. The firm has been recognized on Barron’s Top 100 RIA list for 2022, 2023, 2024 and 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 63%, Exchange Traded Equities 24%, Cash & Cash Equivalents 7%, State & Local Bonds 2%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, Private Funds 1%63%
  • Public Funds/Mutual Funds63%
  • Exchange Traded Equities24%
  • Cash & Cash Equivalents7%
  • State & Local Bonds2%
  • Investment Grade Corp Bonds2%

Owners & executives

3 of 24

  • DANIEL JACOBY

    Chief Investment OfficerCRD 2541027

  • SUSAN COY-KAMPH

    CEO, Senior Financial AdvisorCRD 4357364

  • KYLE HEKSCH

    Chief Investment Officer & Founding PartnerCRD 6018128

Unlock 21 more executives →

Contacts

3 of 359

  • CHIRAAG KIRPALANI

    Private Wealth AdvisorCRD 6089481

  • BRETT WALKER

    Financial AdvisorCRD 5597189

  • Randy Kirkpatrick

    Wealth AdvisorCRD 6680672

Unlock 356 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1,012

Active vs passive

$6.6B in ETFs

Passive

75%

$4.9B

Active

18%

$1.6B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$224M342,2113.41%
Unlock additional holdings →

Location

Primary office

BEACHWOOD, OH

CUYAHOGA

Location

BEACHWOOD, OH

Headquartered in BEACHWOOD, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
3750 Park East Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

ONESEVEN

RIA

BEACHWOOD, OH

AUM $7.7BTEAM 264REPS 126

ORG PORTFOLIO MANAGEMENT LLC

RIA

BEACHWOOD, OH

AUM $6.4BTEAM 22REPS 3

STRATOS WEALTH ADVISORS LLC

RIA

BEACHWOOD, OH

AUM $5.6BTEAM 170REPS 79

CM WEALTH ADVISORS LLC

RIA

BEACHWOOD, OH

AUM $3.6BTEAM 24REPS 11

STRATOS INVESTMENT MANAGEMENT, LLC

RIA

BEACHWOOD, OH

AUM $3.3BTEAM 89REPS 12

VAN CLEEF ASSET MANAGEMENT INC

RIA

BEACHWOOD, OH

AUM $1.2BTEAM 6REPS 6
More RIAs in BEACHWOOD →All Ohio RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth