Firm profile

STRATIS CAPITAL, LLC

DARIEN, CTCRD 300130Latest ADV March 10, 2026

Stratis Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Darien, CT. Its latest Form ADV filing, dated March 10, 2026, reports $508M in regulatory assets under management, 1 employee, and 85 accounts.

Assets Under Management
$508M
Employees
1
Offices
--
Total Clients
<5
Primary office
DARIEN, CT
30 OLD KINGS HIGHWAY SOUTH, DARIEN, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOWilliam E. Epifanio

Advisory services offered

2 types reported
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$508Mas of March 10, 2026
Discretionary65.9%
$334M
66% of total RAUM65.9%
Non-discretionary34.1%
$173M
34% of total RAUM34.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$508M
Total Accounts85
10Y AUM Change+$508M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee1:1
10Y Employee Change0 (0.0%)

* 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.