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STRATIS CAPITAL, LLC

DARIEN, CT · CRD 300130 · IAPD ↗ · 917-705-2500

$507.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — STRATIS CAPITAL, LLC crossed $500M in regulatory AUM ($448.8M -> $507.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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