Sra Capital Management LLC

Sra Capital Management LLC (CRD# 146850) is a financial advisory firm headquartered in Sausalito, CA. They manage $485,257 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $242,629
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at Sra Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian G. Swift
CRD#: 441317
80 E. Sir Francis Drake Boulevard, Suite 3f, Larkspur, CA 94939
83
Wealthminder
score

Brian Swift (CRD# 441317) is an Investment Advisor Representative working at Sra Capital Management LLC in Larkspur, CA and has over 35 years of experience in the finance industry.

2
Timothy Collins
CRD#: 51366
80 E. Sir Francis Drake Boulevard, Suite 3f, Larkspur, CA 94939
43
Wealthminder
score

Timothy Collins (CRD# 51366) is an Investment Advisor Representative working at Sra Capital Management LLC in Larkspur, CA and has over 23 years of experience in the finance industry.

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