# Jared Pearson

> Jared Pearson is a fee-only financial advisor at StrategyCap in Bend, Oregon. Jared focuses on small business owners, estate & legacy planning and retirement planning. StrategyCap reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jared-pearson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** StrategyCap
- **Based in:** Bend, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $64.8M across 129 accounts
- **Specialties:** Small business owners, Estate & legacy planning, Retirement planning
- **Works with:** Founders, Executives, Retirees
- **CRD:** 4549349 (https://adviserinfo.sec.gov/individual/summary/4549349)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Exams passed:** Series 63 (2002), Series 66 (2003)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.strategycapllc.com

## Frequently asked questions

### Is Jared Pearson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and StrategyCap reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jared charge for financial advice?

Jared's firm, StrategyCap, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jared Pearson based?

Jared Pearson is based in Bend, Oregon.

### What does Jared specialize in?

Jared's specialties include small business owners, estate & legacy planning and retirement planning. Jared works with founders, executives and retirees.

### Is Jared Pearson registered with the SEC?

Yes. Jared Pearson is registered as an investment adviser representative in OR, TX and WA (CRD 4549349), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does StrategyCap manage?

StrategyCap reports $64.8M across 129 accounts in assets under management.

### How do I contact Jared Pearson?

Through Jared's website, www.strategycapllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4549349): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.strategycapllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.