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STRATEGY CAP, LLC

CRD 323391 · SEC 801-126756

Visit website

360 SW POWERHOUSE DRIVE, SUITE 300, BEND, OR, 97702, United States

Phone

541-585-3737

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$64.8M

Discretionary AUM

$64.8M

Team

2 total employees; 2 advisory reps; 9 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals35$10.0M
High net worth individuals33$54.3M

All web addresses on file

Official SEC filing: View on IAPD