Institutional
    SEC Registered

    Caption Management, LLC

    Registered investment advisor · Oklahoma City, Oklahoma · CRD #173841

    Assets Under Management
    $3.4B
    Client Accounts
    5
    Employees
    22
    CRD Number
    173841
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Caption Management, LLC

    Caption Management, LLC is an Oklahoma City-based investment advisory firm established in 2012 by Jason Strasser and William Cooper, managing nearly $1.7 billion in assets for 5 clients with 16 financial advisors. The firm offers portfolio management, financial planning, and investment advisory services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Caption Management, LLC

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    Frequently Asked Questions

    What is Caption Management, LLC's AUM?

    Caption Management, LLC reports approximately $3.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Caption Management, LLC headquartered?

    Caption Management, LLC is headquartered in Oklahoma City, Oklahoma.

    What is Caption Management, LLC's CRD number?

    Caption Management, LLC's CRD number is 173841. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Caption Management, LLC manage?

    Caption Management, LLC manages approximately 5 client accounts according to its latest SEC filing.

    Is Caption Management, LLC SEC registered?

    Yes, Caption Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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