Overview
Assets Under Management: $138 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 61
Average Client Assets: $1.2 million
Frequently Asked Questions
STRATTON CAPITAL INVESTMENT ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307491), STRATTON CAPITAL INVESTMENT ADVISORY LLC is subject to fiduciary duty under federal law.
STRATTON CAPITAL INVESTMENT ADVISORY LLC is headquartered in NEW YORK, NY.
STRATTON CAPITAL INVESTMENT ADVISORY LLC serves 61 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓
According to their SEC Form ADV, STRATTON CAPITAL INVESTMENT ADVISORY LLC offers portfolio management for individuals. View all service details ↓
STRATTON CAPITAL INVESTMENT ADVISORY LLC manages $138 million in client assets according to their SEC filing dated April 24, 2026.
According to their SEC Form ADV, STRATTON CAPITAL INVESTMENT ADVISORY LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.49%
Average Client Assets: $1.2 million
Total Client Accounts: 643
Discretionary Accounts: 598
Non-Discretionary Accounts: 45
Regulatory Filings
CRD Number: 307491
Filing ID: 2097386
Last Filing Date: 2026-04-24 08:00:50