STRATEGY CAP, LLC

BEND, Oregon·2 registered advisors·CRD# 323391
SEC# 801-1267560541-585-3737
01

Firm Overview

AUM
$48M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STRATEGY CAP, LLC

2 registered advisors
Daniel Joseph Evans
BEND, Oregon
Jared Andrew Pearson
BEND, Oregon
05

Office Locations

BEND, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. STRATEGY CAP, LLC (CRD# 323391) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.