Wealth Manager
    SEC Registered
    Manages Private Funds

    Stratfi

    Registered investment advisor · Wilmington, Delaware · CRD #164744

    Assets Under Management
    $115M
    Client Accounts
    286
    Employees
    2
    CRD Number
    164744
    Registration
    SEC Registered

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

    About Stratfi

    Stratfi is a SEC-registered investment advisory firm headquartered in Wilmington, Delaware, managing approximately $115M in regulatory assets across 286 client accounts. The firm's full regulatory record is filed with the SEC under CRD #164744.

    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 Stratfi

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    Frequently Asked Questions

    What is Stratfi's AUM?

    Stratfi reports approximately $115M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stratfi headquartered?

    Stratfi is headquartered in Wilmington, Delaware.

    What is Stratfi's CRD number?

    Stratfi's CRD number is 164744. 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 Stratfi manage?

    Stratfi manages approximately 286 client accounts according to its latest SEC filing.

    Is Stratfi SEC registered?

    Yes, Stratfi is registered with the SEC as an investment adviser with an approved registration status.

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