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STRATEGY CAP, LLC

BEND, OR · CRD 323391 · IAPD ↗ · strategycapllc.com · 541-585-3737

$48.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

60
April 2024 — STRATEGY CAP, LLC (BEND, OR) left the SEC roster — its 120-day provisional registration did not convert (was $48.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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