Firm
Stratus Capital Management
Kensington, Maryland
Fee-only
Stratus Capital Management at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 5 employees and 26 individual clients, 10 of them high net worth.
- Its average account is about $982,000 (assets it manages divided by its 76 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Kensington, Maryland |
|---|---|
| Phone | (301) 873-4602 |
Stratus Capital Management fees
Stratus Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $75 million |
| Individual clients | 16 |
| High-net-worth clients | 10 |
| Accounts managed | 76 |
| Employees | 5 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 169038 |
Advisors at this firm (1)
Other fee-only firms in Maryland
- TAM Financial Advisors · Annapolis
- Terrafort Capital · North Bethesda
- The Ellerson Group · Annapolis
- The J.O. Johnson Group · Sykesville
- The Kelly Group · Bel Air
- The NLW Capital Group · Baltimore
- The Pearl Financial Planning LLC · Annapolis
- Thinagee Investments · Bethesda