Stratfi
Registered investment advisor · Wilmington, Delaware · CRD #164744
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
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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