STATHEROS FINANCIAL SOLUTIONS, INC.

STATHEROS FINANCIAL SOLUTIONS, INC. of EL DORADO HILLS, CA is an SEC-registered investment adviser (CRD 306217). Regulatory assets under management: $926.2M.

Registration

• CRD: 306217
• SEC file number: 801-117649
• Type: Registered investment adviser
• Location: 1107 INVESTMENT BLVD., STE. 135, EL DORADO HILLS, CA, 95762
• Phone: 916-932-1219
• Latest filing: 2026-06-02
• Regulatory AUM: $926.2M
• Discretionary AUM: $926.2M
• Clients: 15
• Accounts: 1,430

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 306217 on SEC IAPD (source of record)
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