Caption Management, LLC

Caption Management, LLC (CRD# 173841) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $54,000,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $18,000,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Caption Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jason S. Strasser
CRD#: 5362072
301 Nw 63rd St., Suite 230, Oklahoma City, OK 73116
93
Wealthminder
score

Jason Strasser (CRD# 5362072) is an Investment Advisor Representative working at Caption Management, LLC in Oklahoma City, OK and has over 9 years of experience in the finance industry.

2
Eli D. Mlyn
CRD#: 6525353
301 Nw 63rd St., Suite 230, Oklahoma City, OK 73116
90
Wealthminder
score

Eli Mlyn (CRD# 6525353) is an Investment Advisor Representative working at Caption Management, LLC in Oklahoma City, OK and has 1 year of experience in the finance industry.

3
William L. Cooper
CRD#: 6517121
301 Nw 63rd St., Suite 230, Oklahoma City, OK 73116
87
Wealthminder
score

William Cooper (CRD# 6517121) is an Investment Advisor Representative working at Caption Management, LLC in Oklahoma City, OK and has 1 year of experience in the finance industry.

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