Alexis Stathis
Attessa Capital · Tucson, Arizona
Alexis Stathis is a fee-only financial advisor at Attessa Capital in Tucson, Arizona. Alexis focuses on tax planning and estate & legacy planning. Attessa Capital reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Attessa Capital |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $343.5M across 699 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 7848147 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.attessacapital.com |
How Alexis's firm compares
- Attessa Capital's average account is about $491,000, from its Form ADV (assets managed divided by 699 accounts).
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Questions about Alexis
Is Alexis Stathis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexis holds no broker registration, and Attessa Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexis charge for financial advice?
Alexis's firm, Attessa Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Alexis Stathis based?
Alexis Stathis is based in Tucson, Arizona.
What does Alexis specialize in?
Alexis's specialties include tax planning and estate & legacy planning.
Is Alexis Stathis registered with the SEC?
Yes. Alexis Stathis is registered as an investment adviser representative in AZ and TX (CRD 7848147), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Attessa Capital manage?
Attessa Capital reports $343.5M across 699 accounts in assets under management.
How do I contact Alexis Stathis?
Through Alexis's website, www.attessacapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Attessa Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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