Strategy Cap, LLC

Strategy Cap, LLC (CRD# 323391) is a financial advisory firm headquartered in Bend, OR. They manage $53,388,364 in 115 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

360 Sw Powerhouse Drive, Suite 300, Bend, OR 97702

https://www.strategycapllc.com

By the Numbers

Total Assets Under Management

53

MILLION
Total Number of Accounts

115

ACCOUNTS
Average Account Value

$464,247

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

OR, TX, WA

Financial Advisors at Strategy Cap, LLC

Showing 1 - 2 of 2 top financial advisors.

Daniel J. Evans

CRD#: 2558673

360 Sw Powerhouse Drive, Suite 300, Bend, OR 97702

Daniel Evans (CRD# 2558673) is an Investment Advisor Representative working at Strategy Cap, LLC in Bend, OR and has over 19 years of experience in the finance industry.

Jared A. Pearson

CRD#: 4549349

360 Sw Powerhouse Drive, Suite 300, Bend, OR 97702

Jared Pearson (CRD# 4549349) is an Investment Advisor Representative working at Strategy Cap, LLC in Bend, OR and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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