WILMINGTON, DECRD 164744Latest ADV February 3, 2026
Stratfi is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated February 3, 2026, reports $115M in regulatory assets under management, 2 employees, and 286 accounts.
Assets Under Management
$115M
Employees
2
Offices
--
Total Clients
87
Primary office
WILMINGTON, DE
1201 N. ORANGE, SUITE 742, WILMINGTON, DE, United States
Top client segmentHNWI represent 52.9% of total clients.
Top client categories% of clientsClients
1
HNWI
52.9%
46
2
Individuals
47.1%
41
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$115Mas of February 3, 2026
Discretionary100.0%
$115M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$115M
Total Accounts286
10Y AUM Change+$10M (+10.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee44:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.