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STRATEGY CAPITAL LLC

LOS ALTOS, CA · CRD 169007 · IAPD ↗ · strategycapital.com · 650-917-8700

$1.34BRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
March 2025 — STRATEGY CAPITAL LLC crossed $1B in regulatory AUM ($920.5M -> $1.26B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
March 2024 — STRATEGY CAPITAL LLC reported RAUM up 81% ($509.4M -> $920.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.