Samuel Brownell
Stratus Capital Management · Kensington, Maryland
Samuel Brownell is a fee-only financial advisor at Stratus Capital Management in Kensington, Maryland, who holds the CFA credential. Stratus Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Stratus Capital Management |
|---|---|
| Based in | Kensington, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $74.6M across 76 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD · CRD 5219809 |
| Exams passed | Series 66 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
How Samuel's firm compares
- Stratus Capital Management's average account is about $982,000, from its Form ADV (assets managed divided by 76 accounts).
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Questions about Samuel
Is Samuel Brownell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Stratus Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Stratus Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Samuel Brownell based?
Samuel Brownell is based in Kensington, Maryland.
What credentials does Samuel Brownell hold?
Samuel Brownell holds the CFA credential.
Is Samuel Brownell registered with the SEC?
Yes. Samuel Brownell is registered as an investment adviser representative in MD (CRD 5219809), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stratus Capital Management manage?
Stratus Capital Management reports $74.6M across 76 accounts in assets under management.
How do I contact Samuel Brownell?
Contact details aren't on file yet. Search for Stratus Capital Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
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
- 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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