SARASOTA CAPITAL STRATEGIES,INC.

OSPREY, Florida·2 registered advisors·CRD# 125951

SEC# 801-68409941-918-2255

01

Firm Overview

AUM

$32M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Other

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at SARASOTA CAPITAL STRATEGIES,INC.

2 registered advisors

Anthony Warren Welch

OSPREY, Florida

Ian Arthur Naismith

OSPREY, Florida

05

Office Locations

OSPREY, Florida

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Data sourced from SEC Form ADV filings. SARASOTA CAPITAL STRATEGIES,INC. (CRD# 125951) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.