Stratton Capital Management, LLC

Overview

Stratton Capital Management, LLC is a small, client-focused advisory firm that concentrates on portfolio management for individuals and small businesses. The firm serves a narrow client base and runs a fee schedule that combines a percentage-of-AUM model with hourly billing. Investment activity shows a clear preference for equity exposure, with the largest allocations held in non-exchange traded equities rather than broad passive ETFs. Stratton is not positioned as an active ESG investor and does not operate as a multi-state adviser. Strategy and manager preferences lean toward concentrated, equity-centric portfolios with selective use of mutual funds for diversification. Given the size and account count, the firm appears to manage highly individualized relationships and tailors portfolios on a client-by-client basis rather than running large pooled strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices