Stratos Wealth Partners, Ltd
Firm details
- Headquarters
- Beachwood, Ohio
- CRD number
- 153184
- Registered since
- June 4, 2010
- 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
FINTRXOverview
Stratos Wealth Partners, Ltd is an independent registered investment adviser organized as an LLC that has been SEC-registered since 2010. The firm positions itself as a multi-client capital allocator serving individual and family clients as well as institutional investors. Its advisory menu includes financial planning, portfolio management for individuals and businesses, pension consulting, selection of outside managers and educational workshops. Stratos charges a mix of percentage-of-AUM, hourly and fixed fees. The firm reports active ESG investing and also functions as a sponsor/GP of pooled vehicles while selecting third‑party managers, which supports its role as a capital allocator. Stratos has been named to Barron’s Top 100 RIA Firms every year from 2022 through 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds63%
- Exchange Traded Equities24%
- Cash & Cash Equivalents7%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 23
Jay Spector
Co-Chief Executive OfficerCRD 5197488
Jason Cohen
Chief Operating OfficerCRD 5233386
Susan Coy-kamph
CEO, Senior Financial AdvisorCRD 4357364
Contacts
3 of 363
Janice Fong
Client Relationship ManagerCRD 5640442
Tyler Mackeson
Founder and Financial AdvisorCRD 5644763
Hannah Swigert
Financial Planner, PresidentCRD 5652741
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,069Active vs passive
$7.4B in ETFs
72%
$5.4B
19%
$2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $251M | 336,556 | 3.39% |
Location
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
RIABeachwood, OH
ORG Portfolio Management LLC
RIABeachwood, OH
Stratos Wealth Advisors LLC
RIABeachwood, OH
CM Wealth Advisors LLC
RIABeachwood, OH
Stratos Investment Management, LLC
RIABeachwood, OH
Van Cleef Asset Management Inc
RIABeachwood, OH